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 | $199,170 | $148,978+33.7% | $200,582-0.7% | $84,808+134.8% |
| Participation rate | 95.2% | 84.2%+11.0pp | 86.9%+8.4pp | 68.3%+26.9pp |
| Annual return | 6.13% | 28.16%-22.0pp | 42.33%-36.2pp | 40.90%-34.8pp |
| Employer contribution / active EE | $8,371 | $4,815+73.8% | $6,419+30.4% | $2,631+218.2% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $13,101 | $13,977-6.3% | $16,305-19.6% | $7,344+78.4% |