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 | $131,471 | $138,347-5.0% | $184,203-28.6% | $80,856+62.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 86.8%-11.8pp | 67.6%+7.4pp |
| Annual return | 10.87% | 20.02%-9.2pp | 28.81%-17.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,390 | $4,850-50.7% | $6,427-62.8% | $2,755-13.2% |
| Participant deferral / active EE | $5,693 | $7,071-19.5% | $9,131-37.7% | $4,296+32.5% |
| Admin fee / account holder | $27,780 | $10,483+165.0% | $13,901+99.8% | $6,918+301.6% |