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 | $201,267 | $162,781+23.6% | $133,956+50.2% | $158,922+26.6% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 2.56% | 41.94%-39.4pp | 45.09%-42.5pp | 302.83%-300.3pp |
| Employer contribution / active EE | $2,933 | $4,975-41.0% | $3,919-25.1% | $4,761-38.4% |
| Participant deferral / active EE | $7,967 | $5,911+34.8% | $5,048+57.8% | $5,982+33.2% |
| Admin fee / account holder | $3,297 | $11,736-71.9% | $8,927-63.1% | $11,246-70.7% |