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 | $142,589 | $106,515+33.9% | $96,683+47.5% | $139,434+2.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 10.86% | 38.43%-27.6pp | 35.69%-24.8pp | 372.94%-362.1pp |
| Employer contribution / active EE | $3,009 | $4,103-26.7% | $3,737-19.5% | $4,751-36.7% |
| Participant deferral / active EE | $4,092 | $5,454-25.0% | $4,878-16.1% | $6,710-39.0% |
| Admin fee / account holder | $18,700 | $7,877+137.4% | $6,730+177.9% | $11,403+64.0% |