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 | $159,814 | $86,286+85.2% | $111,297+43.6% | $85,850+86.2% |
| Participation rate | 71.4% | 73.3%-1.9pp | 77.3%-5.9pp | 69.3%+2.1pp |
| Annual return | 10.64% | 19.99%-9.3pp | 54.65%-44.0pp | 318.53%-307.9pp |
| Employer contribution / active EE | $1,127 | $2,043-44.9% | $2,731-58.7% | $2,565-56.1% |
| Participant deferral / active EE | $2,732 | $3,641-24.9% | $4,487-39.1% | $3,952-30.9% |
| Admin fee / account holder | $38,347 | $8,188+368.3% | $7,964+381.5% | $6,260+512.6% |