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 | $149,410 | $124,425+20.1% | $112,040+33.4% | $137,256+8.9% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 7.52% | 24.72%-17.2pp | 24.52%-17.0pp | 220.34%-212.8pp |
| Employer contribution / active EE | $1,793 | $3,411-47.4% | $2,954-39.3% | $4,156-56.9% |
| Participant deferral / active EE | $2,730 | $5,718-52.3% | $5,098-46.4% | $6,407-57.4% |
| Admin fee / account holder | $608 | $15,207-96.0% | $12,098-95.0% | $12,270-95.0% |