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 | $222,927 | $152,587+46.1% | $125,175+78.1% | $152,861+45.8% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 7.50% | 54.84%-47.3pp | 43.79%-36.3pp | 345.32%-337.8pp |
| Employer contribution / active EE | $5,506 | $4,946+11.3% | $3,865+42.4% | $4,762+15.6% |
| Participant deferral / active EE | $7,356 | $5,868+25.4% | $4,937+49.0% | $5,850+25.7% |
| Admin fee / account holder | $3,125 | $13,434-76.7% | $9,702-67.8% | $11,596-73.1% |