See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,123 | $140,940+32.8% | $112,229+66.7% | $139,434+34.2% |
| Participation rate | 87.5% | 79.2%+8.3pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 0.97% | 32.71%-31.7pp | 30.20%-29.2pp | 372.94%-372.0pp |
| Employer contribution / active EE | $4,682 | $4,283+9.3% | $3,430+36.5% | $4,751-1.5% |
| Participant deferral / active EE | $5,965 | $5,874+1.5% | $4,798+24.3% | $6,710-11.1% |
| Admin fee / account holder | $13,334 | $9,954+34.0% | $7,748+72.1% | $11,403+16.9% |