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 | $147,159 | $109,881+33.9% | $150,045-1.9% | $84,808+73.5% |
| Participation rate | 97.3% | 76.1%+21.2pp | 82.3%+15.0pp | 68.3%+29.0pp |
| Annual return | 14.03% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $4,414 | $3,561+23.9% | $4,693-5.9% | $2,631+67.8% |
| Participant deferral / active EE | $7,065 | $6,636+6.5% | $7,997-11.7% | $4,212+67.8% |
| Admin fee / account holder | $28,661 | $8,568+234.5% | $13,435+113.3% | $7,344+290.3% |