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 | $178,074 | $106,515+67.2% | $96,683+84.2% | $139,434+27.7% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | -1.85% | 38.43%-40.3pp | 35.69%-37.5pp | 372.94%-374.8pp |
| Employer contribution / active EE | $3,210 | $4,103-21.8% | $3,737-14.1% | $4,751-32.4% |
| Participant deferral / active EE | $5,854 | $5,454+7.3% | $4,878+20.0% | $6,710-12.8% |
| Admin fee / account holder | $12,908 | $7,877+63.9% | $6,730+91.8% | $11,403+13.2% |