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 | $146,372 | $137,414+6.5% | $189,513-22.8% | $85,850+70.5% |
| Participation rate | 82.4% | 84.6%-2.3pp | 87.8%-5.5pp | 69.3%+13.0pp |
| Annual return | 8.94% | 38.14%-29.2pp | 555.15%-546.2pp | 318.53%-309.6pp |
| Employer contribution / active EE | $3,571 | $4,344-17.8% | $6,162-42.0% | $2,565+39.2% |
| Participant deferral / active EE | $8,227 | $6,260+31.4% | $8,221+0.1% | $3,952+108.2% |
| Admin fee / account holder | $4,010 | $8,630-53.5% | $12,045-66.7% | $6,260-35.9% |