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 | $135,487 | $111,754+21.2% | $103,333+31.1% | $145,922-7.2% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-6.9pp |
| Annual return | 8.38% | 24.77%-16.4pp | 24.88%-16.5pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,600 | $4,212-62.0% | $3,868-58.6% | $4,660-65.7% |
| Participant deferral / active EE | $5,146 | $5,619-8.4% | $5,057+1.7% | $6,688-23.1% |
| Admin fee / account holder | $4,176 | $9,750-57.2% | $8,355-50.0% | $13,397-68.8% |