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 | $167,518 | $89,753+86.6% | $107,525+55.8% | $84,808+97.5% |
| Participation rate | 71.9% | 68.1%+3.9pp | 75.1%-3.1pp | 68.3%+3.6pp |
| Annual return | 10.39% | 29.48%-19.1pp | 181.32%-170.9pp | 40.90%-30.5pp |
| Employer contribution / active EE | $4,410 | $3,113+41.6% | $3,754+17.5% | $2,631+67.6% |
| Participant deferral / active EE | $7,294 | $4,056+79.8% | $5,116+42.6% | $4,212+73.2% |
| Admin fee / account holder | $1,947 | $7,222-73.0% | $8,919-78.2% | $7,344-73.5% |