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 | $175,282 | $124,319+41.0% | $111,297+57.5% | $167,490+4.7% |
| Participation rate | 81.8% | 79.6%+2.2pp | 77.3%+4.5pp | 82.1%-0.3pp |
| Annual return | 8.13% | 37.44%-29.3pp | 54.65%-46.5pp | 478.56%-470.4pp |
| Employer contribution / active EE | $1,625 | $3,435-52.7% | $2,731-40.5% | $4,837-66.4% |
| Participant deferral / active EE | $2,806 | $5,180-45.8% | $4,487-37.5% | $6,341-55.7% |
| Admin fee / account holder | $319 | $10,618-97.0% | $7,964-96.0% | $12,309-97.4% |