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 | $158,855 | $157,256+1.0% | $141,162+12.5% | $152,861+3.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 13.08% | 64.32%-51.2pp | 71.39%-58.3pp | 345.32%-332.2pp |
| Employer contribution / active EE | $12,944 | $5,261+146.0% | $4,735+173.4% | $4,762+171.8% |
| Participant deferral / active EE | $3,079 | $7,109-56.7% | $6,709-54.1% | $5,850-47.4% |
| Admin fee / account holder | $6,064 | $12,120-50.0% | $10,261-40.9% | $11,596-47.7% |