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 | $192,245 | $127,065+51.3% | $113,168+69.9% | $142,382+35.0% |
| Participation rate | 95.2% | 79.2%+16.0pp | 76.6%+18.7pp | 80.1%+15.1pp |
| Annual return | 8.34% | 24.03%-15.7pp | 24.27%-15.9pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,178 | $3,442-65.8% | $2,975-60.4% | $4,299-72.6% |
| Participant deferral / active EE | $5,959 | $5,716+4.2% | $5,107+16.7% | $6,507-8.4% |
| Admin fee / account holder | $28,982 | $15,736+84.2% | $12,068+140.2% | $12,624+129.6% |