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 | $139,950 | $172,111-18.7% | $150,298-6.9% | $137,256+2.0% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 10.67% | 69.37%-58.7pp | 62.79%-52.1pp | 220.34%-209.7pp |
| Employer contribution / active EE | $12,240 | $4,636+164.0% | $4,154+194.7% | $4,156+194.5% |
| Participant deferral / active EE | $7,791 | $6,166+26.4% | $5,453+42.9% | $6,407+21.6% |
| Admin fee / account holder | $1,436 | $16,471-91.3% | $14,116-89.8% | $12,270-88.3% |