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 | $147,175 | $109,881+33.9% | $150,045-1.9% | $84,808+73.5% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 13.87% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,105 | $3,561-12.8% | $4,693-33.8% | $2,631+18.0% |
| Participant deferral / active EE | $7,121 | $6,636+7.3% | $7,997-11.0% | $4,212+69.1% |
| Admin fee / account holder | $1,954 | $8,568-77.2% | $13,435-85.5% | $7,344-73.4% |