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 | $158,313 | $135,952+16.4% | $123,892+27.8% | $273,961-42.2% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 1.96% | 56.63%-54.7pp | 47.52%-45.6pp | 41.45%-39.5pp |
| Employer contribution / active EE | $10,455 | $5,170+102.2% | $4,617+126.4% | $4,869+114.7% |
| Participant deferral / active EE | $8,144 | $6,343+28.4% | $5,984+36.1% | $5,287+54.0% |
| Admin fee / account holder | $387 | $9,817-96.1% | $8,357-95.4% | $10,132-96.2% |