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 | $182,090 | $157,256+15.8% | $141,162+29.0% | $152,861+19.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 13.66% | 64.32%-50.7pp | 71.39%-57.7pp | 345.32%-331.7pp |
| Employer contribution / active EE | $1,747 | $5,261-66.8% | $4,735-63.1% | $4,762-63.3% |
| Participant deferral / active EE | $6,439 | $7,109-9.4% | $6,709-4.0% | $5,850+10.1% |
| Admin fee / account holder | $2,932 | $12,120-75.8% | $10,261-71.4% | $11,596-74.7% |