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 | $168,059 | $115,770+45.2% | $101,248+66.0% | $158,922+5.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.53% | 56.14%-51.6pp | 46.47%-41.9pp | 302.83%-298.3pp |
| Employer contribution / active EE | $3,882 | $4,175-7.0% | $3,660+6.1% | $4,761-18.5% |
| Participant deferral / active EE | $3,562 | $4,957-28.2% | $4,370-18.5% | $5,982-40.5% |
| Admin fee / account holder | $27,496 | $7,245+279.5% | $5,945+362.5% | $11,246+144.5% |