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 | $172,074 | $86,286+99.4% | $111,297+54.6% | $85,850+100.4% |
| Participation rate | 79.3% | 73.3%+6.0pp | 77.3%+2.0pp | 69.3%+10.0pp |
| Annual return | 9.43% | 19.99%-10.6pp | 54.65%-45.2pp | 318.53%-309.1pp |
| Employer contribution / active EE | $1,773 | $2,043-13.2% | $2,731-35.1% | $2,565-30.9% |
| Participant deferral / active EE | $3,203 | $3,641-12.0% | $4,487-28.6% | $3,952-18.9% |
| Admin fee / account holder | $5,709 | $8,188-30.3% | $7,964-28.3% | $6,260-8.8% |