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 | $167,524 | $76,312+119.5% | $67,221+149.2% | $158,922+5.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 3.31% | 22.77%-19.5pp | 20.72%-17.4pp | 302.83%-299.5pp |
| Employer contribution / active EE | $6,807 | $4,476+52.1% | $3,723+82.8% | $4,761+43.0% |
| Participant deferral / active EE | $3,992 | $5,264-24.2% | $4,384-8.9% | $5,982-33.3% |
| Admin fee / account holder | $583 | $8,005-92.7% | $5,844-90.0% | $11,246-94.8% |