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 | $155,341 | $114,381+35.8% | $107,525+44.5% | $142,382+9.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 10.09% | 242.71%-232.6pp | 181.32%-171.2pp | 217.08%-207.0pp |
| Employer contribution / active EE | $4,554 | $4,015+13.4% | $3,754+21.3% | $4,299+5.9% |
| Participant deferral / active EE | $4,336 | $5,564-22.1% | $5,116-15.2% | $6,507-33.4% |
| Admin fee / account holder | $79,089 | $9,860+702.1% | $8,919+786.8% | $12,624+526.5% |