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 | $149,224 | $153,772-3.0% | $133,980+11.4% | $273,961-45.5% |
| Participation rate | 84.2% | 88.4%-4.2pp | 87.1%-2.9pp | 83.0%+1.2pp |
| Annual return | 0.71% | 36.51%-35.8pp | 29.30%-28.6pp | 41.45%-40.7pp |
| Employer contribution / active EE | $16,136 | $6,029+167.6% | $5,211+209.6% | $4,869+231.4% |
| Participant deferral / active EE | $6,878 | $6,958-1.2% | $6,282+9.5% | $5,287+30.1% |
| Admin fee / account holder | $13,981 | $11,765+18.8% | $9,324+49.9% | $10,132+38.0% |