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 | $142,281 | $124,319+14.4% | $111,297+27.8% | $167,490-15.1% |
| Participation rate | 92.9% | 79.6%+13.2pp | 77.3%+15.5pp | 82.1%+10.8pp |
| Annual return | 6.25% | 37.44%-31.2pp | 54.65%-48.4pp | 478.56%-472.3pp |
| Employer contribution / active EE | $4,256 | $3,435+23.9% | $2,731+55.8% | $4,837-12.0% |
| Participant deferral / active EE | $5,315 | $5,180+2.6% | $4,487+18.4% | $6,341-16.2% |
| Admin fee / account holder | $7,824 | $10,618-26.3% | $7,964-1.8% | $12,309-36.4% |