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 | $143,857 | $80,673+78.3% | $101,326+42.0% | $84,808+69.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 8.41% | 38.95%-30.5pp | 36.82%-28.4pp | 40.90%-32.5pp |
| Employer contribution / active EE | $1,800 | $2,698-33.3% | $3,665-50.9% | $2,631-31.6% |
| Participant deferral / active EE | $8,391 | $6,840+22.7% | $7,994+5.0% | $4,212+99.2% |
| Admin fee / account holder | $5,684 | $12,784-55.5% | $11,185-49.2% | $7,344-22.6% |