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 | $154,627 | $140,940+9.7% | $112,229+37.8% | $139,434+10.9% |
| Participation rate | 81.3% | 79.2%+2.1pp | 72.4%+8.8pp | 80.3%+0.9pp |
| Annual return | 7.94% | 32.71%-24.8pp | 30.20%-22.3pp | 372.94%-365.0pp |
| Employer contribution / active EE | $953 | $4,283-77.8% | $3,430-72.2% | $4,751-79.9% |
| Participant deferral / active EE | $5,422 | $5,874-7.7% | $4,798+13.0% | $6,710-19.2% |
| Admin fee / account holder | $478 | $9,954-95.2% | $7,748-93.8% | $11,403-95.8% |