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 | $208,883 | $124,281+68.1% | $109,143+91.4% | $167,490+24.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 4.97% | 26.04%-21.1pp | 25.75%-20.8pp | 478.56%-473.6pp |
| Employer contribution / active EE | $2,868 | $4,207-31.8% | $3,722-22.9% | $4,837-40.7% |
| Participant deferral / active EE | $4,480 | $5,255-14.8% | $4,653-3.7% | $6,341-29.4% |
| Admin fee / account holder | $49,688 | $7,970+523.5% | $6,752+635.9% | $12,309+303.7% |