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 | $162,843 | $108,825+49.6% | $156,181+4.3% | $82,448+97.5% |
| Participation rate | 76.7% | 72.4%+4.3pp | 78.8%-2.2pp | 68.1%+8.6pp |
| Annual return | 10.03% | 20.59%-10.6pp | 64.87%-54.8pp | 41.64%-31.6pp |
| Employer contribution / active EE | $1,918 | $2,870-33.2% | $4,294-55.3% | $2,551-24.8% |
| Participant deferral / active EE | $4,330 | $4,577-5.4% | $6,132-29.4% | $4,139+4.6% |
| Admin fee / account holder | $4,634 | $9,341-50.4% | $14,586-68.2% | $7,234-35.9% |