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 | $155,636 | $135,952+14.5% | $123,892+25.6% | $273,961-43.2% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 1.80% | 56.63%-54.8pp | 47.52%-45.7pp | 41.45%-39.7pp |
| Employer contribution / active EE | $5,090 | $5,170-1.6% | $4,617+10.2% | $4,869+4.5% |
| Participant deferral / active EE | $10,663 | $6,343+68.1% | $5,984+78.2% | $5,287+101.7% |
| Admin fee / account holder | $15,715 | $9,817+60.1% | $8,357+88.0% | $10,132+55.1% |