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 | $165,158 | $105,181+57.0% | $159,436+3.6% | $85,850+92.4% |
| Participation rate | 87.3% | 75.8%+11.5pp | 82.8%+4.5pp | 69.3%+18.0pp |
| Annual return | 12.00% | 45.07%-33.1pp | 263.57%-251.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,558 | $3,318-53.1% | $4,829-67.7% | $2,565-39.3% |
| Participant deferral / active EE | $3,717 | $5,945-37.5% | $7,352-49.4% | $3,952-5.9% |
| Admin fee / account holder | $7,293 | $6,933+5.2% | $10,799-32.5% | $6,260+16.5% |