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 | $175,259 | $148,534+18.0% | $135,903+29.0% | $139,434+25.7% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 11.14% | 79.19%-68.1pp | 68.23%-57.1pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,060 | $5,243-79.8% | $4,856-78.2% | $4,751-77.7% |
| Participant deferral / active EE | $10,950 | $8,100+35.2% | $7,758+41.1% | $6,710+63.2% |
| Admin fee / account holder | $4,869 | $12,400-60.7% | $10,762-54.8% | $11,403-57.3% |