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 | $163,220 | $115,882+40.8% | $100,516+62.4% | $158,922+2.7% |
| Participation rate | 77.8% | 81.6%-3.8pp | 79.4%-1.6pp | 82.0%-4.2pp |
| Annual return | 3.24% | 34.79%-31.6pp | 30.89%-27.7pp | 302.83%-299.6pp |
| Employer contribution / active EE | $3,202 | $4,103-22.0% | $3,418-6.3% | $4,761-32.8% |
| Participant deferral / active EE | $9,498 | $6,674+42.3% | $6,270+51.5% | $5,982+58.8% |
| Admin fee / account holder | $59,523 | $10,995+441.3% | $8,081+636.6% | $11,246+429.3% |