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 | $145,902 | $148,534-1.8% | $135,903+7.4% | $139,434+4.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 11.48% | 79.19%-67.7pp | 68.23%-56.8pp | 372.94%-361.5pp |
| Employer contribution / active EE | $4,220 | $5,243-19.5% | $4,856-13.1% | $4,751-11.2% |
| Participant deferral / active EE | $9,013 | $8,100+11.3% | $7,758+16.2% | $6,710+34.3% |
| Admin fee / account holder | $24,034 | $12,400+93.8% | $10,762+123.3% | $11,403+110.8% |