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 9-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 | $148,065 | $118,450+25.0% | $98,439+50.4% | $139,434+6.2% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 7.64% | 18.94%-11.3pp | 21.16%-13.5pp | 372.94%-365.3pp |
| Employer contribution / active EE | $14,444 | $3,609+300.2% | $3,048+373.9% | $4,751+204.0% |
| Participant deferral / active EE | $5,913 | $5,392+9.7% | $4,738+24.8% | $6,710-11.9% |
| Admin fee / account holder | $257,921 | $14,026+1738.9% | $8,948+2782.6% | $11,403+2162.0% |