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 | $137,241 | $109,881+24.9% | $150,045-8.5% | $84,808+61.8% |
| Participation rate | 86.3% | 76.1%+10.2pp | 82.3%+4.0pp | 68.3%+18.0pp |
| Annual return | 13.50% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $4,063 | $3,561+14.1% | $4,693-13.4% | $2,631+54.4% |
| Participant deferral / active EE | $9,725 | $6,636+46.6% | $7,997+21.6% | $4,212+130.9% |
| Admin fee / account holder | $15,410 | $8,568+79.9% | $13,435+14.7% | $7,344+109.8% |