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 | $156,749 | $114,381+37.0% | $107,525+45.8% | $142,382+10.1% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 10.75% | 242.71%-232.0pp | 181.32%-170.6pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,861 | $4,015-53.6% | $3,754-50.4% | $4,299-56.7% |
| Participant deferral / active EE | $5,322 | $5,564-4.4% | $5,116+4.0% | $6,507-18.2% |
| Admin fee / account holder | $71,258 | $9,860+622.7% | $8,919+699.0% | $12,624+464.5% |