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 | $217,227 | $124,319+74.7% | $111,297+95.2% | $167,490+29.7% |
| Participation rate | 88.2% | 79.6%+8.6pp | 77.3%+10.9pp | 82.1%+6.1pp |
| Annual return | 3.64% | 37.44%-33.8pp | 54.65%-51.0pp | 478.56%-474.9pp |
| Employer contribution / active EE | $3,181 | $3,435-7.4% | $2,731+16.5% | $4,837-34.2% |
| Participant deferral / active EE | $5,833 | $5,180+12.6% | $4,487+30.0% | $6,341-8.0% |
| Admin fee / account holder | $8,397 | $10,618-20.9% | $7,964+5.4% | $12,309-31.8% |