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 | $145,178 | $85,766+69.3% | $136,294+6.5% | $70,131+107.0% |
| Participation rate | 78.2% | 74.2%+4.0pp | 81.9%-3.7pp | 69.5%+8.7pp |
| Annual return | 10.92% | 31.45%-20.5pp | 5155.94%-5145.0pp | 73.14%-62.2pp |
| Employer contribution / active EE | $1,751 | $2,966-41.0% | $4,695-62.7% | $2,342-25.2% |
| Participant deferral / active EE | $3,341 | $5,051-33.9% | $6,247-46.5% | $3,332+0.3% |
| Admin fee / account holder | $2,957 | $5,420-45.4% | $9,243-68.0% | $4,645-36.3% |