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 | $157,585 | $127,777+23.3% | $106,548+47.9% | $167,490-5.9% |
| Participation rate | 80.0% | 78.3%+1.7pp | 76.1%+3.9pp | 82.1%-2.1pp |
| Annual return | 5.13% | 33.87%-28.7pp | 26.80%-21.7pp | 478.56%-473.4pp |
| Employer contribution / active EE | $1,774 | $3,427-48.2% | $2,819-37.1% | $4,837-63.3% |
| Participant deferral / active EE | $2,941 | $5,087-42.2% | $4,398-33.1% | $6,341-53.6% |
| Admin fee / account holder | $13,907 | $11,228+23.9% | $7,407+87.7% | $12,309+13.0% |