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 | $145,927 | $124,425+17.3% | $112,040+30.2% | $137,256+6.3% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 8.34% | 24.72%-16.4pp | 24.52%-16.2pp | 220.34%-212.0pp |
| Employer contribution / active EE | $5,211 | $3,411+52.7% | $2,954+76.4% | $4,156+25.4% |
| Participant deferral / active EE | $5,758 | $5,718+0.7% | $5,098+12.9% | $6,407-10.1% |
| Admin fee / account holder | $107,906 | $15,207+609.6% | $12,098+791.9% | $12,270+779.4% |