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 | $164,870 | $152,587+8.0% | $125,175+31.7% | $152,861+7.9% |
| Participation rate | 81.0% | 83.3%-2.4pp | 79.8%+1.2pp | 82.4%-1.5pp |
| Annual return | 8.27% | 54.84%-46.6pp | 43.79%-35.5pp | 345.32%-337.0pp |
| Employer contribution / active EE | $1,940 | $4,946-60.8% | $3,865-49.8% | $4,762-59.3% |
| Participant deferral / active EE | $4,476 | $5,868-23.7% | $4,937-9.3% | $5,850-23.5% |
| Admin fee / account holder | $1,314 | $13,434-90.2% | $9,702-86.5% | $11,596-88.7% |