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 | $224,240 | $152,587+47.0% | $125,175+79.1% | $152,861+46.7% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.4%+9.2pp |
| Annual return | 2.02% | 54.84%-52.8pp | 43.79%-41.8pp | 345.32%-343.3pp |
| Employer contribution / active EE | $6,250 | $4,946+26.4% | $3,865+61.7% | $4,762+31.2% |
| Participant deferral / active EE | $2,130 | $5,868-63.7% | $4,937-56.9% | $5,850-63.6% |
| Admin fee / account holder | $896 | $13,434-93.3% | $9,702-90.8% | $11,596-92.3% |