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 | $161,470 | $86,286+87.1% | $111,297+45.1% | $85,850+88.1% |
| Participation rate | 71.6% | 73.3%-1.7pp | 77.3%-5.7pp | 69.3%+2.3pp |
| Annual return | 10.85% | 19.99%-9.1pp | 54.65%-43.8pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,764 | $2,043-13.7% | $2,731-35.4% | $2,565-31.2% |
| Participant deferral / active EE | $6,248 | $3,641+71.6% | $4,487+39.2% | $3,952+58.1% |
| Admin fee / account holder | $14,144 | $8,188+72.7% | $7,964+77.6% | $6,260+125.9% |