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 | $148,443 | $100,852+47.2% | $90,404+64.2% | $158,922-6.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 4.78% | 1724.20%-1719.4pp | 1293.02%-1288.2pp | 302.83%-298.0pp |
| Employer contribution / active EE | $9,385 | $3,689+154.4% | $3,262+187.7% | $4,761+97.1% |
| Participant deferral / active EE | $6,460 | $4,348+48.6% | $3,963+63.0% | $5,982+8.0% |
| Admin fee / account holder | $15,045 | $6,501+131.4% | $5,611+168.1% | $11,246+33.8% |