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 | $165,938 | $89,652+85.1% | $141,162+17.6% | $65,185+154.6% |
| Participation rate | 82.2% | 74.7%+7.5pp | 82.5%-0.3pp | 70.2%+12.0pp |
| Annual return | 15.69% | 32.79%-17.1pp | 71.39%-55.7pp | 29.38%-13.7pp |
| Employer contribution / active EE | $2,000 | $3,065-34.7% | $4,735-57.8% | $2,177-8.1% |
| Participant deferral / active EE | $4,109 | $5,691-27.8% | $6,709-38.8% | $3,514+16.9% |
| Admin fee / account holder | $380 | $569-33.2% | $10,261-96.3% | $847-55.1% |