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 | $183,569 | $110,261+66.5% | $95,745+91.7% | $139,434+31.7% |
| Participation rate | 90.0% | 75.8%+14.2pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 3.73% | 27.11%-23.4pp | 28.35%-24.6pp | 372.94%-369.2pp |
| Employer contribution / active EE | $1,993 | $3,257-38.8% | $2,835-29.7% | $4,751-58.1% |
| Participant deferral / active EE | $4,716 | $4,676+0.9% | $4,245+11.1% | $6,710-29.7% |
| Admin fee / account holder | $791 | $6,613-88.0% | $5,678-86.1% | $11,403-93.1% |