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 | $143,835 | $109,413+31.5% | $156,263-8.0% | $84,808+69.6% |
| Participation rate | 72.4% | 72.7%-0.3pp | 78.9%-6.5pp | 68.3%+4.1pp |
| Annual return | 6.54% | 20.18%-13.6pp | 59.47%-52.9pp | 40.90%-34.4pp |
| Employer contribution / active EE | $4,132 | $2,907+42.1% | $4,333-4.6% | $2,631+57.0% |
| Participant deferral / active EE | $7,178 | $4,590+56.4% | $6,158+16.6% | $4,212+70.4% |
| Admin fee / account holder | $29,669 | $9,357+217.1% | $14,255+108.1% | $7,344+304.0% |