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 | $169,431 | $117,841+43.8% | $102,423+65.4% | $145,922+16.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 8.19% | 31.65%-23.5pp | 29.32%-21.1pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,327 | $3,615-35.6% | $3,023-23.0% | $4,660-50.1% |
| Participant deferral / active EE | $4,825 | $5,731-15.8% | $5,053-4.5% | $6,688-27.9% |
| Admin fee / account holder | $10,951 | $13,326-17.8% | $9,451+15.9% | $13,397-18.3% |