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 | $140,804 | $109,881+28.1% | $150,045-6.2% | $84,808+66.0% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 11.84% | 28.25%-16.4pp | 62.55%-50.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,588 | $3,561-55.4% | $4,693-66.2% | $2,631-39.6% |
| Participant deferral / active EE | $8,128 | $6,636+22.5% | $7,997+1.6% | $4,212+93.0% |
| Admin fee / account holder | $27,067 | $8,568+215.9% | $13,435+101.5% | $7,344+268.6% |