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 9-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 | $170,429 | $127,065+34.1% | $113,168+50.6% | $142,382+19.7% |
| Participation rate | 86.7% | 79.2%+7.5pp | 76.6%+10.1pp | 80.1%+6.5pp |
| Annual return | 9.75% | 24.03%-14.3pp | 24.27%-14.5pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,173 | $3,442-36.9% | $2,975-27.0% | $4,299-49.5% |
| Participant deferral / active EE | $3,687 | $5,716-35.5% | $5,107-27.8% | $6,507-43.3% |
| Admin fee / account holder | $8,436 | $15,736-46.4% | $12,068-30.1% | $12,624-33.2% |