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 | $147,987 | $89,753+64.9% | $107,525+37.6% | $84,808+74.5% |
| Participation rate | 78.4% | 68.1%+10.3pp | 75.1%+3.3pp | 68.3%+10.1pp |
| Annual return | 8.27% | 29.48%-21.2pp | 181.32%-173.0pp | 40.90%-32.6pp |
| Employer contribution / active EE | $10,015 | $3,113+221.7% | $3,754+166.8% | $2,631+280.6% |
| Participant deferral / active EE | $8,812 | $4,056+117.3% | $5,116+72.3% | $4,212+109.2% |
| Admin fee / account holder | $4,755 | $7,222-34.2% | $8,919-46.7% | $7,344-35.2% |