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 | $175,149 | $106,515+64.4% | $96,683+81.2% | $139,434+25.6% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.3%+4.2pp | 80.3%-1.7pp |
| Annual return | 6.06% | 38.43%-32.4pp | 35.69%-29.6pp | 372.94%-366.9pp |
| Employer contribution / active EE | $996 | $4,103-75.7% | $3,737-73.4% | $4,751-79.0% |
| Participant deferral / active EE | $5,133 | $5,454-5.9% | $4,878+5.2% | $6,710-23.5% |
| Admin fee / account holder | $20,285 | $7,877+157.5% | $6,730+201.4% | $11,403+77.9% |