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 | $175,913 | $114,381+53.8% | $107,525+63.6% | $142,382+23.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 7.59% | 242.71%-235.1pp | 181.32%-173.7pp | 217.08%-209.5pp |
| Employer contribution / active EE | $1,489 | $4,015-62.9% | $3,754-60.3% | $4,299-65.4% |
| Participant deferral / active EE | $6,038 | $5,564+8.5% | $5,116+18.0% | $6,507-7.2% |
| Admin fee / account holder | $16,855 | $9,860+70.9% | $8,919+89.0% | $12,624+33.5% |