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 | $163,623 | $116,175+40.8% | $93,606+74.8% | $152,861+7.0% |
| Participation rate | 91.3% | 78.0%+13.3pp | 75.8%+15.5pp | 82.4%+8.9pp |
| Annual return | 1.81% | 35.96%-34.2pp | 32.76%-30.9pp | 345.32%-343.5pp |
| Employer contribution / active EE | $1,081 | $3,218-66.4% | $2,718-60.2% | $4,762-77.3% |
| Participant deferral / active EE | $3,228 | $4,603-29.9% | $4,069-20.7% | $5,850-44.8% |
| Admin fee / account holder | $8,919 | $10,748-17.0% | $7,888+13.1% | $11,596-23.1% |