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 | $182,480 | $114,381+59.5% | $107,525+69.7% | $142,382+28.2% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 6.59% | 242.71%-236.1pp | 181.32%-174.7pp | 217.08%-210.5pp |
| Employer contribution / active EE | $1,835 | $4,015-54.3% | $3,754-51.1% | $4,299-57.3% |
| Participant deferral / active EE | $4,819 | $5,564-13.4% | $5,116-5.8% | $6,507-25.9% |
| Admin fee / account holder | $2,889 | $9,860-70.7% | $8,919-67.6% | $12,624-77.1% |