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 | $159,367 | $127,777+24.7% | $106,548+49.6% | $167,490-4.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 8.21% | 33.87%-25.7pp | 26.80%-18.6pp | 478.56%-470.3pp |
| Employer contribution / active EE | $1,185 | $3,427-65.4% | $2,819-58.0% | $4,837-75.5% |
| Participant deferral / active EE | $8,676 | $5,087+70.6% | $4,398+97.3% | $6,341+36.8% |
| Admin fee / account holder | $1,493 | $11,228-86.7% | $7,407-79.9% | $12,309-87.9% |