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 | $195,491 | $168,632+15.9% | $147,614+32.4% | $125,391+55.9% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -10.90% | 77.65%-88.5pp | 61.98%-72.9pp | 282.22%-293.1pp |
| Employer contribution / active EE | $2,663 | $6,252-57.4% | $5,564-52.1% | $4,866-45.3% |
| Participant deferral / active EE | $10,894 | $5,507+97.8% | $4,895+122.5% | $5,352+103.6% |
| Admin fee / account holder | $1,767 | $13,580-87.0% | $11,611-84.8% | $9,540-81.5% |