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 | $173,861 | $80,968+114.7% | $96,544+80.1% | $75,163+131.3% |
| Participation rate | 80.3% | 71.8%+8.5pp | 76.0%+4.3pp | 67.2%+13.1pp |
| Annual return | -5.99% | 27.06%-33.0pp | 25.84%-31.8pp | 160.62%-166.6pp |
| Employer contribution / active EE | $2,030 | $2,282-11.0% | $2,965-31.5% | $2,670-24.0% |
| Participant deferral / active EE | $4,039 | $3,928+2.8% | $4,851-16.7% | $4,125-2.1% |
| Admin fee / account holder | $9,817 | $6,724+46.0% | $8,252+19.0% | $5,651+73.7% |