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 | $147,935 | $133,922+10.5% | $116,228+27.3% | $142,382+3.9% |
| Participation rate | 78.6% | 77.9%+0.7pp | 74.6%+4.0pp | 80.1%-1.5pp |
| Annual return | 8.53% | 147.76%-139.2pp | 90.06%-81.5pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,023 | $3,446-70.3% | $2,994-65.8% | $4,299-76.2% |
| Participant deferral / active EE | $2,242 | $5,672-60.5% | $4,953-54.7% | $6,507-65.5% |
| Admin fee / account holder | $54,325 | $14,945+263.5% | $11,989+353.1% | $12,624+330.3% |