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 | $174,999 | $103,376+69.3% | $87,100+100.9% | $152,861+14.5% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 4.12% | 28.10%-24.0pp | 28.19%-24.1pp | 345.32%-341.2pp |
| Employer contribution / active EE | $1,111 | $3,220-65.5% | $2,521-55.9% | $4,762-76.7% |
| Participant deferral / active EE | $6,326 | $4,778+32.4% | $4,049+56.3% | $5,850+8.1% |
| Admin fee / account holder | $827 | $12,205-93.2% | $7,497-89.0% | $11,596-92.9% |