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 | $148,170 | $123,793+19.7% | $177,821-16.7% | $79,858+85.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 4.04% | 22.82%-18.8pp | 48.32%-44.3pp | 31.71%-27.7pp |
| Employer contribution / active EE | $7,740 | $4,095+89.0% | $5,918+30.8% | $2,471+213.2% |
| Participant deferral / active EE | $7,596 | $5,956+27.5% | $7,714-1.5% | $3,740+103.1% |
| Admin fee / account holder | $10,653 | $7,243+47.1% | $12,427-14.3% | $5,306+100.8% |