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 | $147,889 | $109,881+34.6% | $150,045-1.4% | $84,808+74.4% |
| Participation rate | 81.4% | 76.1%+5.3pp | 82.3%-0.9pp | 68.3%+13.1pp |
| Annual return | 11.51% | 28.25%-16.7pp | 62.55%-51.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $5,545 | $3,561+55.7% | $4,693+18.2% | $2,631+110.8% |
| Participant deferral / active EE | $7,740 | $6,636+16.6% | $7,997-3.2% | $4,212+83.8% |
| Admin fee / account holder | $3,517 | $8,568-59.0% | $13,435-73.8% | $7,344-52.1% |