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 | $165,660 | $154,228+7.4% | $145,433+13.9% | $137,256+20.7% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 9.82% | 74.59%-64.8pp | 66.58%-56.8pp | 220.34%-210.5pp |
| Employer contribution / active EE | $2,091 | $4,804-56.5% | $4,554-54.1% | $4,156-49.7% |
| Participant deferral / active EE | $9,970 | $8,216+21.3% | $7,897+26.2% | $6,407+55.6% |
| Admin fee / account holder | $50,150 | $14,344+249.6% | $13,129+282.0% | $12,270+308.7% |