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 | $178,270 | $97,125+83.5% | $86,233+106.7% | $137,256+29.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 5.76% | 74.19%-68.4pp | 61.39%-55.6pp | 220.34%-214.6pp |
| Employer contribution / active EE | $1,330 | $2,841-53.2% | $2,504-46.9% | $4,156-68.0% |
| Participant deferral / active EE | $5,623 | $5,180+8.6% | $4,559+23.3% | $6,407-12.2% |
| Admin fee / account holder | $2,191 | $9,725-77.5% | $8,342-73.7% | $12,270-82.1% |