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 | $177,307 | $152,587+16.2% | $125,175+41.6% | $152,861+16.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 2.95% | 54.84%-51.9pp | 43.79%-40.8pp | 345.32%-342.4pp |
| Employer contribution / active EE | $1,641 | $4,946-66.8% | $3,865-57.5% | $4,762-65.5% |
| Participant deferral / active EE | $4,207 | $5,868-28.3% | $4,937-14.8% | $5,850-28.1% |
| Admin fee / account holder | $7,031 | $13,434-47.7% | $9,702-27.5% | $11,596-39.4% |