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 | $170,677 | $77,164+121.2% | $178,014-4.1% | $80,874+111.0% |
| Participation rate | 88.5% | 65.7%+22.8pp | 77.1%+11.4pp | 67.6%+20.8pp |
| Annual return | 5.98% | 18.09%-12.1pp | 294.80%-288.8pp | 35.62%-29.6pp |
| Employer contribution / active EE | $1,668 | $2,288-27.1% | $3,950-57.8% | $2,756-39.5% |
| Participant deferral / active EE | $1,900 | $4,408-56.9% | $6,276-69.7% | $4,297-55.8% |
| Admin fee / account holder | $2,402 | $7,164-66.5% | $10,362-76.8% | $6,935-65.4% |