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 | $141,157 | $146,267-3.5% | $197,124-28.4% | $82,448+71.2% |
| Participation rate | 94.3% | 84.0%+10.3pp | 86.7%+7.6pp | 68.1%+26.3pp |
| Annual return | 12.94% | 29.61%-16.7pp | 44.34%-31.4pp | 41.64%-28.7pp |
| Employer contribution / active EE | $4,109 | $4,723-13.0% | $6,227-34.0% | $2,551+61.1% |
| Participant deferral / active EE | $5,016 | $7,035-28.7% | $9,135-45.1% | $4,139+21.2% |
| Admin fee / account holder | $30,555 | $14,422+111.9% | $16,298+87.5% | $7,234+322.4% |