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 | $169,102 | $144,119+17.3% | $117,854+43.5% | $147,584+14.6% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 7.76% | 531.15%-523.4pp | 335.08%-327.3pp | 578.55%-570.8pp |
| Employer contribution / active EE | $1,246 | $4,896-74.5% | $3,786-67.1% | $4,876-74.4% |
| Participant deferral / active EE | $2,271 | $5,316-57.3% | $4,482-49.3% | $5,439-58.3% |
| Admin fee / account holder | $13,891 | $10,886+27.6% | $8,020+73.2% | $10,885+27.6% |