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 | $144,656 | $159,602-9.4% | $150,045-3.6% | $142,382+1.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 9.80% | 70.24%-60.4pp | 62.55%-52.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,932 | $4,961-61.1% | $4,693-58.8% | $4,299-55.1% |
| Participant deferral / active EE | $3,708 | $8,310-55.4% | $7,997-53.6% | $6,507-43.0% |
| Admin fee / account holder | $78,908 | $14,846+431.5% | $13,435+487.3% | $12,624+525.1% |