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 | $237,212 | $124,319+90.8% | $111,297+113.1% | $167,490+41.6% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 7.37% | 37.44%-30.1pp | 54.65%-47.3pp | 478.56%-471.2pp |
| Employer contribution / active EE | $1,668 | $3,435-51.5% | $2,731-38.9% | $4,837-65.5% |
| Participant deferral / active EE | $3,641 | $5,180-29.7% | $4,487-18.9% | $6,341-42.6% |
| Admin fee / account holder | $2,362 | $10,618-77.8% | $7,964-70.3% | $12,309-80.8% |