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 | $186,172 | $94,752+96.5% | $112,887+64.9% | $139,434+33.5% |
| Participation rate | 75.0% | 81.3%-6.3pp | 80.5%-5.5pp | 80.3%-5.3pp |
| Annual return | 9.81% | 40.88%-31.1pp | 34.10%-24.3pp | 372.94%-363.1pp |
| Employer contribution / active EE | $2,901 | $4,625-37.3% | $4,563-36.4% | $4,751-38.9% |
| Participant deferral / active EE | $6,375 | $6,512-2.1% | $6,513-2.1% | $6,710-5.0% |
| Admin fee / account holder | $5,268 | $8,527-38.2% | $7,047-25.3% | $11,403-53.8% |