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 | $181,721 | $100,970+80.0% | $96,576+88.2% | $137,256+32.4% |
| Participation rate | 82.4% | 82.6%-0.3pp | 81.4%+0.9pp | 80.0%+2.4pp |
| Annual return | 11.16% | 38.16%-27.0pp | 38.47%-27.3pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,684 | $3,809-55.8% | $3,553-52.6% | $4,156-59.5% |
| Participant deferral / active EE | $5,482 | $8,286-33.8% | $7,956-31.1% | $6,407-14.4% |
| Admin fee / account holder | $3,006 | $11,312-73.4% | $11,381-73.6% | $12,270-75.5% |