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 | $172,323 | $176,377-2.3% | $134,143+28.5% | $158,922+8.4% |
| Participation rate | 87.5% | 78.7%+8.8pp | 72.2%+15.3pp | 82.0%+5.5pp |
| Annual return | -6.21% | 63.63%-69.8pp | 36.33%-42.5pp | 302.83%-309.0pp |
| Employer contribution / active EE | $9,530 | $5,040+89.1% | $3,704+157.3% | $4,761+100.2% |
| Participant deferral / active EE | $4,761 | $4,091+16.4% | $3,499+36.1% | $5,982-20.4% |
| Admin fee / account holder | $6,754 | $8,718-22.5% | $6,684+1.0% | $11,246-39.9% |