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 | $176,155 | $152,587+15.4% | $125,175+40.7% | $152,861+15.2% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 1.81% | 54.84%-53.0pp | 43.79%-42.0pp | 345.32%-343.5pp |
| Employer contribution / active EE | $2,663 | $4,946-46.2% | $3,865-31.1% | $4,762-44.1% |
| Participant deferral / active EE | $5,302 | $5,868-9.6% | $4,937+7.4% | $5,850-9.4% |
| Admin fee / account holder | $10,146 | $13,434-24.5% | $9,702+4.6% | $11,596-12.5% |