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 | $183,712 | $112,096+63.9% | $95,952+91.5% | $158,922+15.6% |
| Participation rate | 88.2% | 79.0%+9.3pp | 77.1%+11.2pp | 82.0%+6.3pp |
| Annual return | 6.03% | 171.09%-165.1pp | 91.61%-85.6pp | 302.83%-296.8pp |
| Employer contribution / active EE | $3,371 | $3,198+5.4% | $2,541+32.7% | $4,761-29.2% |
| Participant deferral / active EE | $8,019 | $4,784+67.6% | $4,167+92.4% | $5,982+34.0% |
| Admin fee / account holder | $1,383 | $10,130-86.3% | $6,795-79.6% | $11,246-87.7% |