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 | $140,318 | $96,484+45.4% | $75,886+84.9% | $152,861-8.2% |
| Participation rate | 86.7% | 76.2%+10.5pp | 69.3%+17.4pp | 82.4%+4.2pp |
| Annual return | 0.81% | 33.98%-33.2pp | 30.76%-29.9pp | 345.32%-344.5pp |
| Employer contribution / active EE | $3,038 | $3,309-8.2% | $2,500+21.5% | $4,762-36.2% |
| Participant deferral / active EE | $7,985 | $4,553+75.4% | $3,603+121.6% | $5,850+36.5% |
| Admin fee / account holder | $1,006 | $8,078-87.5% | $5,418-81.4% | $11,596-91.3% |