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 | $247,919 | $109,413+126.6% | $156,263+58.7% | $84,808+192.3% |
| Participation rate | 72.5% | 72.7%-0.2pp | 78.9%-6.4pp | 68.3%+4.2pp |
| Annual return | 1.95% | 20.18%-18.2pp | 59.47%-57.5pp | 40.90%-38.9pp |
| Employer contribution / active EE | $1,925 | $2,907-33.8% | $4,333-55.6% | $2,631-26.8% |
| Participant deferral / active EE | $4,199 | $4,590-8.5% | $6,158-31.8% | $4,212-0.3% |
| Admin fee / account holder | $4,422 | $9,357-52.7% | $14,255-69.0% | $7,344-39.8% |