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 | $164,658 | $137,414+19.8% | $189,513-13.1% | $85,850+91.8% |
| Participation rate | 97.1% | 84.6%+12.5pp | 87.8%+9.3pp | 69.3%+27.8pp |
| Annual return | 10.41% | 38.14%-27.7pp | 555.15%-544.7pp | 318.53%-308.1pp |
| Employer contribution / active EE | $3,016 | $4,344-30.6% | $6,162-51.0% | $2,565+17.6% |
| Participant deferral / active EE | $4,950 | $6,260-20.9% | $8,221-39.8% | $3,952+25.3% |
| Admin fee / account holder | $7,832 | $8,630-9.2% | $12,045-35.0% | $6,260+25.1% |