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 | $167,865 | $109,413+53.4% | $156,263+7.4% | $84,808+97.9% |
| Participation rate | 87.5% | 72.7%+14.8pp | 78.9%+8.6pp | 68.3%+19.2pp |
| Annual return | 10.21% | 20.18%-10.0pp | 59.47%-49.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $1,752 | $2,907-39.7% | $4,333-59.6% | $2,631-33.4% |
| Participant deferral / active EE | $3,831 | $4,590-16.5% | $6,158-37.8% | $4,212-9.0% |
| Admin fee / account holder | $4,480 | $9,357-52.1% | $14,255-68.6% | $7,344-39.0% |