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 | $154,828 | $201,272-23.1% | $184,203-15.9% | $145,922+6.1% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+8.0pp |
| Annual return | 4.93% | 29.00%-24.1pp | 28.81%-23.9pp | 561.29%-556.4pp |
| Employer contribution / active EE | $3,613 | $7,022-48.5% | $6,427-43.8% | $4,660-22.5% |
| Participant deferral / active EE | $5,288 | $9,806-46.1% | $9,131-42.1% | $6,688-20.9% |
| Admin fee / account holder | $1,737 | $16,364-89.4% | $13,901-87.5% | $13,397-87.0% |