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 | $151,457 | $109,881+37.8% | $150,045+0.9% | $84,808+78.6% |
| Participation rate | 78.0% | 76.1%+1.9pp | 82.3%-4.4pp | 68.3%+9.7pp |
| Annual return | 14.05% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,157 | $3,561-11.4% | $4,693-32.7% | $2,631+20.0% |
| Participant deferral / active EE | $6,260 | $6,636-5.7% | $7,997-21.7% | $4,212+48.6% |
| Admin fee / account holder | $45,026 | $8,568+425.5% | $13,435+235.1% | $7,344+513.1% |