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 | $155,038 | $138,347+12.1% | $184,203-15.8% | $80,856+91.7% |
| Participation rate | 94.1% | 83.9%+10.2pp | 86.8%+7.3pp | 67.6%+26.5pp |
| Annual return | 9.19% | 20.02%-10.8pp | 28.81%-19.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $8,309 | $4,850+71.3% | $6,427+29.3% | $2,755+201.6% |
| Participant deferral / active EE | $7,975 | $7,071+12.8% | $9,131-12.7% | $4,296+85.6% |
| Admin fee / account holder | $4,717 | $10,483-55.0% | $13,901-66.1% | $6,918-31.8% |