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 | $166,064 | $85,766+93.6% | $136,294+21.8% | $70,131+136.8% |
| Participation rate | 73.3% | 74.2%-0.8pp | 81.9%-8.6pp | 69.5%+3.8pp |
| Annual return | 10.01% | 31.45%-21.4pp | 5155.94%-5145.9pp | 73.14%-63.1pp |
| Employer contribution / active EE | $1,058 | $2,966-64.3% | $4,695-77.5% | $2,342-54.8% |
| Participant deferral / active EE | $3,877 | $5,051-23.2% | $6,247-37.9% | $3,332+16.4% |
| Admin fee / account holder | $1,918 | $5,420-64.6% | $9,243-79.3% | $4,645-58.7% |