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 | $144,890 | $115,770+25.2% | $101,248+43.1% | $158,922-8.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 6.39% | 56.14%-49.7pp | 46.47%-40.1pp | 302.83%-296.4pp |
| Employer contribution / active EE | $2,382 | $4,175-42.9% | $3,660-34.9% | $4,761-50.0% |
| Participant deferral / active EE | $3,396 | $4,957-31.5% | $4,370-22.3% | $5,982-43.2% |
| Admin fee / account holder | $11,511 | $7,245+58.9% | $5,945+93.6% | $11,246+2.4% |