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 | $147,435 | $104,251+41.4% | $91,001+62.0% | $147,584-0.1% |
| Participation rate | 84.6% | 78.2%+6.4pp | 75.6%+9.0pp | 82.8%+1.8pp |
| Annual return | 4.31% | 27.06%-22.8pp | 4.60%-0.3pp | 578.55%-574.2pp |
| Employer contribution / active EE | $699 | $3,116-77.6% | $2,456-71.6% | $4,876-85.7% |
| Participant deferral / active EE | $3,284 | $4,195-21.7% | $3,547-7.4% | $5,439-39.6% |
| Admin fee / account holder | $13,592 | $8,948+51.9% | $5,417+150.9% | $10,885+24.9% |