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 | $143,127 | $148,978-3.9% | $200,582-28.6% | $84,808+68.8% |
| Participation rate | 98.0% | 84.2%+13.8pp | 86.9%+11.1pp | 68.3%+29.7pp |
| Annual return | 12.87% | 28.16%-15.3pp | 42.33%-29.5pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,670 | $4,815-44.5% | $6,419-58.4% | $2,631+1.5% |
| Participant deferral / active EE | $6,990 | $7,142-2.1% | $9,331-25.1% | $4,212+66.0% |
| Admin fee / account holder | $3,062 | $13,977-78.1% | $16,305-81.2% | $7,344-58.3% |