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 | $143,180 | $123,793+15.7% | $177,821-19.5% | $79,858+79.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.22% | 22.82%-12.6pp | 48.32%-38.1pp | 31.71%-21.5pp |
| Employer contribution / active EE | $4,528 | $4,095+10.6% | $5,918-23.5% | $2,471+83.2% |
| Participant deferral / active EE | $6,050 | $5,956+1.6% | $7,714-21.6% | $3,740+61.8% |
| Admin fee / account holder | $26,161 | $7,243+261.2% | $12,427+110.5% | $5,306+393.0% |