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 | $142,408 | $93,571+52.2% | $135,903+4.8% | $75,163+89.5% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.8pp | 67.2%+26.6pp |
| Annual return | 14.92% | 30.90%-16.0pp | 68.23%-53.3pp | 160.62%-145.7pp |
| Employer contribution / active EE | $3,066 | $3,537-13.3% | $4,856-36.9% | $2,670+14.8% |
| Participant deferral / active EE | $7,054 | $6,404+10.1% | $7,758-9.1% | $4,125+71.0% |
| Admin fee / account holder | $44,797 | $6,975+542.2% | $10,762+316.2% | $5,651+692.7% |