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 | $188,181 | $149,734+25.7% | $118,925+58.2% | $158,922+18.4% |
| Participation rate | 90.0% | 82.1%+7.9pp | 75.4%+14.6pp | 82.0%+8.0pp |
| Annual return | 4.78% | 19.95%-15.2pp | 35.88%-31.1pp | 302.83%-298.0pp |
| Employer contribution / active EE | $1,380 | $4,115-66.5% | $3,263-57.7% | $4,761-71.0% |
| Participant deferral / active EE | $3,521 | $5,223-32.6% | $4,265-17.4% | $5,982-41.1% |
| Admin fee / account holder | $1,437 | $8,603-83.3% | $6,581-78.2% | $11,246-87.2% |