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 | $197,870 | $135,952+45.5% | $123,892+59.7% | $273,961-27.8% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 3.22% | 56.63%-53.4pp | 47.52%-44.3pp | 41.45%-38.2pp |
| Employer contribution / active EE | $2,608 | $5,170-49.6% | $4,617-43.5% | $4,869-46.4% |
| Participant deferral / active EE | $6,627 | $6,343+4.5% | $5,984+10.7% | $5,287+25.4% |
| Admin fee / account holder | $1,847 | $9,817-81.2% | $8,357-77.9% | $10,132-81.8% |