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 | $177,832 | $111,754+59.1% | $103,333+72.1% | $145,922+21.9% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 6.42% | 24.77%-18.4pp | 24.88%-18.5pp | 561.29%-554.9pp |
| Employer contribution / active EE | $3,923 | $4,212-6.9% | $3,868+1.4% | $4,660-15.8% |
| Participant deferral / active EE | $4,992 | $5,619-11.1% | $5,057-1.3% | $6,688-25.4% |
| Admin fee / account holder | $33,414 | $9,750+242.7% | $8,355+299.9% | $13,397+149.4% |