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 | $112,729+48.5% | $98,716+69.5% | $137,256+21.9% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.3%+3.4pp | 80.0%-7.2pp |
| Annual return | 6.80% | 38.48%-31.7pp | 31.81%-25.0pp | 220.34%-213.5pp |
| Employer contribution / active EE | $1,882 | $2,725-30.9% | $2,279-17.4% | $4,156-54.7% |
| Participant deferral / active EE | $7,504 | $4,640+61.7% | $4,048+85.4% | $6,407+17.1% |
| Admin fee / account holder | $981 | $10,129-90.3% | $8,703-88.7% | $12,270-92.0% |