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 | $133,412 | $95,266+40.0% | $82,389+61.9% | $142,382-6.3% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.5%+18.0pp | 80.1%+7.4pp |
| Annual return | 0.23% | 25.74%-25.5pp | 28.67%-28.4pp | 217.08%-216.9pp |
| Employer contribution / active EE | $2,665 | $2,991-10.9% | $2,517+5.9% | $4,299-38.0% |
| Participant deferral / active EE | $7,279 | $4,809+51.4% | $4,155+75.2% | $6,507+11.9% |
| Admin fee / account holder | $165,689 | $8,563+1834.8% | $7,231+2191.5% | $12,624+1212.5% |