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 | $132,634+11.5% | $115,768+27.8% | $137,256+7.8% |
| Participation rate | 78.6% | 77.9%+0.7pp | 74.4%+4.2pp | 80.0%-1.4pp |
| Annual return | 8.53% | 160.70%-152.2pp | 100.46%-91.9pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,023 | $3,360-69.5% | $2,940-65.2% | $4,156-75.4% |
| Participant deferral / active EE | $2,242 | $5,619-60.1% | $4,917-54.4% | $6,407-65.0% |
| Admin fee / account holder | $54,325 | $15,028+261.5% | $12,439+336.7% | $12,270+342.7% |