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 | $149,800 | $109,881+36.3% | $150,045-0.2% | $84,808+76.6% |
| Participation rate | 73.3% | 76.1%-2.8pp | 82.3%-9.0pp | 68.3%+5.0pp |
| Annual return | 13.94% | 28.25%-14.3pp | 62.55%-48.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $4,203 | $3,561+18.0% | $4,693-10.4% | $2,631+59.7% |
| Participant deferral / active EE | $9,587 | $6,636+44.5% | $7,997+19.9% | $4,212+127.6% |
| Admin fee / account holder | $31,249 | $8,568+264.7% | $13,435+132.6% | $7,344+325.5% |