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 | $139,094 | $148,978-6.6% | $200,582-30.7% | $84,808+64.0% |
| Participation rate | 87.0% | 84.2%+2.8pp | 86.9%+0.2pp | 68.3%+18.7pp |
| Annual return | 9.42% | 28.16%-18.7pp | 42.33%-32.9pp | 40.90%-31.5pp |
| Employer contribution / active EE | $3,017 | $4,815-37.3% | $6,419-53.0% | $2,631+14.7% |
| Participant deferral / active EE | $4,982 | $7,142-30.2% | $9,331-46.6% | $4,212+18.3% |
| Admin fee / account holder | $71,234 | $13,977+409.6% | $16,305+336.9% | $7,344+870.0% |