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 | $182,524 | $112,096+62.8% | $95,952+90.2% | $158,922+14.9% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 5.33% | 171.09%-165.8pp | 91.61%-86.3pp | 302.83%-297.5pp |
| Employer contribution / active EE | $1,604 | $3,198-49.8% | $2,541-36.9% | $4,761-66.3% |
| Participant deferral / active EE | $3,209 | $4,784-32.9% | $4,167-23.0% | $5,982-46.4% |
| Admin fee / account holder | $1,608 | $10,130-84.1% | $6,795-76.3% | $11,246-85.7% |