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 7-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 | $148,792 | $177,572-16.2% | $154,803-3.9% | $142,382+4.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 6.73% | 65.07%-58.3pp | 58.88%-52.2pp | 217.08%-210.3pp |
| Employer contribution / active EE | $16,462 | $4,810+242.2% | $4,305+282.3% | $4,299+282.9% |
| Participant deferral / active EE | $11,825 | $6,272+88.5% | $5,540+113.4% | $6,507+81.7% |
| Admin fee / account holder | $20,956 | $16,786+24.8% | $14,329+46.2% | $12,624+66.0% |