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 | $149,962 | $109,881+36.5% | $150,045-0.1% | $84,808+76.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.15% | 28.25%-15.1pp | 62.55%-49.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $4,143 | $3,561+16.3% | $4,693-11.7% | $2,631+57.5% |
| Participant deferral / active EE | $8,467 | $6,636+27.6% | $7,997+5.9% | $4,212+101.0% |
| Admin fee / account holder | $34,471 | $8,568+302.3% | $13,435+156.6% | $7,344+369.4% |