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 | $144,556 | $106,584+35.6% | $101,326+42.7% | $142,382+1.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 81.5%+7.4pp | 80.1%+8.8pp |
| Annual return | 12.59% | 36.93%-24.3pp | 36.82%-24.2pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,255 | $3,956-43.0% | $3,665-38.5% | $4,299-47.5% |
| Participant deferral / active EE | $3,129 | $8,297-62.3% | $7,994-60.9% | $6,507-51.9% |
| Admin fee / account holder | $2,695 | $11,446-76.5% | $11,185-75.9% | $12,624-78.7% |