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 | $157,097 | $83,902+87.2% | $167,512-6.2% | $84,808+85.2% |
| Participation rate | 76.0% | 66.5%+9.5pp | 77.1%-1.1pp | 68.3%+7.7pp |
| Annual return | 12.06% | 91.55%-79.5pp | 1615.79%-1603.7pp | 40.90%-28.8pp |
| Employer contribution / active EE | $2,538 | $2,264+12.1% | $3,882-34.6% | $2,631-3.5% |
| Participant deferral / active EE | $6,541 | $4,442+47.2% | $6,405+2.1% | $4,212+55.3% |
| Admin fee / account holder | $5,762 | $7,915-27.2% | $9,769-41.0% | $7,344-21.5% |