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 | $170,657 | $125,758+35.7% | $169,993+0.4% | $75,163+127.0% |
| Participation rate | 71.9% | 83.6%-11.7pp | 87.0%-15.1pp | 67.2%+4.7pp |
| Annual return | 12.72% | 27.20%-14.5pp | 53.37%-40.7pp | 160.62%-147.9pp |
| Employer contribution / active EE | $3,017 | $4,615-34.6% | $6,785-55.5% | $2,670+13.0% |
| Participant deferral / active EE | $6,921 | $6,837+1.2% | $10,408-33.5% | $4,125+67.8% |
| Admin fee / account holder | $1,101 | $8,173-86.5% | $12,815-91.4% | $5,651-80.5% |