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 | $182,181 | $146,267+24.6% | $197,124-7.6% | $82,448+121.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 12.74% | 29.61%-16.9pp | 44.34%-31.6pp | 41.64%-28.9pp |
| Employer contribution / active EE | $5,328 | $4,723+12.8% | $6,227-14.4% | $2,551+108.9% |
| Participant deferral / active EE | $5,671 | $7,035-19.4% | $9,135-37.9% | $4,139+37.0% |
| Admin fee / account holder | $1,192 | $14,422-91.7% | $16,298-92.7% | $7,234-83.5% |