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 | $165,998 | $127,065+30.6% | $113,168+46.7% | $142,382+16.6% |
| Participation rate | 95.2% | 79.2%+16.0pp | 76.6%+18.7pp | 80.1%+15.1pp |
| Annual return | 4.42% | 24.03%-19.6pp | 24.27%-19.8pp | 217.08%-212.7pp |
| Employer contribution / active EE | $2,381 | $3,442-30.8% | $2,975-20.0% | $4,299-44.6% |
| Participant deferral / active EE | $6,841 | $5,716+19.7% | $5,107+34.0% | $6,507+5.1% |
| Admin fee / account holder | $35,280 | $15,736+124.2% | $12,068+192.4% | $12,624+179.5% |