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 | $162,083 | $74,888+116.4% | $71,209+127.6% | $142,382+13.8% |
| Participation rate | 81.3% | 76.2%+5.0pp | 73.8%+7.5pp | 80.1%+1.1pp |
| Annual return | 10.23% | 345.14%-334.9pp | 282.51%-272.3pp | 217.08%-206.8pp |
| Employer contribution / active EE | $1,931 | $2,854-32.4% | $2,721-29.0% | $4,299-55.1% |
| Participant deferral / active EE | $2,752 | $4,454-38.2% | $4,175-34.1% | $6,507-57.7% |
| Admin fee / account holder | $3,788 | $5,568-32.0% | $5,349-29.2% | $12,624-70.0% |