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 | $142,978 | $107,334+33.2% | $92,893+53.9% | $152,861-6.5% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.4%-0.6pp |
| Annual return | 2.48% | 145.58%-143.1pp | 109.41%-106.9pp | 345.32%-342.8pp |
| Employer contribution / active EE | $2,562 | $4,221-39.3% | $3,653-29.9% | $4,762-46.2% |
| Participant deferral / active EE | $6,054 | $4,845+25.0% | $4,236+42.9% | $5,850+3.5% |
| Admin fee / account holder | $13,415 | $7,079+89.5% | $5,794+131.5% | $11,596+15.7% |