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 | $170,611 | $124,319+37.2% | $111,297+53.3% | $167,490+1.9% |
| Participation rate | 81.8% | 79.6%+2.2pp | 77.3%+4.5pp | 82.1%-0.3pp |
| Annual return | 8.87% | 37.44%-28.6pp | 54.65%-45.8pp | 478.56%-469.7pp |
| Employer contribution / active EE | $2,984 | $3,435-13.1% | $2,731+9.3% | $4,837-38.3% |
| Participant deferral / active EE | $5,976 | $5,180+15.3% | $4,487+33.2% | $6,341-5.8% |
| Admin fee / account holder | $65,693 | $10,618+518.7% | $7,964+724.9% | $12,309+433.7% |