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 | $167,366 | $117,983+41.9% | $101,794+64.4% | $142,382+17.5% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.2%+3.5pp | 80.1%-7.4pp |
| Annual return | 6.80% | 36.92%-30.1pp | 30.53%-23.7pp | 217.08%-210.3pp |
| Employer contribution / active EE | $1,882 | $2,773-32.1% | $2,289-17.8% | $4,299-56.2% |
| Participant deferral / active EE | $7,504 | $4,714+59.2% | $4,084+83.7% | $6,507+15.3% |
| Admin fee / account holder | $981 | $10,433-90.6% | $8,777-88.8% | $12,624-92.2% |