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 | $226,872 | $103,376+119.5% | $87,100+160.5% | $152,861+48.4% |
| Participation rate | 78.9% | 79.3%-0.4pp | 76.9%+2.1pp | 82.4%-3.5pp |
| Annual return | 3.55% | 28.10%-24.5pp | 28.19%-24.6pp | 345.32%-341.8pp |
| Employer contribution / active EE | $2,495 | $3,220-22.5% | $2,521-1.0% | $4,762-47.6% |
| Participant deferral / active EE | $4,355 | $4,778-8.9% | $4,049+7.6% | $5,850-25.6% |
| Admin fee / account holder | $609 | $12,205-95.0% | $7,497-91.9% | $11,596-94.7% |