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 | $163,550 | $103,376+58.2% | $87,100+87.8% | $152,861+7.0% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.9%+16.0pp | 82.4%+10.4pp |
| Annual return | 10.05% | 28.10%-18.0pp | 28.19%-18.1pp | 345.32%-335.3pp |
| Employer contribution / active EE | $1,931 | $3,220-40.0% | $2,521-23.4% | $4,762-59.4% |
| Participant deferral / active EE | $5,013 | $4,778+4.9% | $4,049+23.8% | $5,850-14.3% |
| Admin fee / account holder | $5,803 | $12,205-52.5% | $7,497-22.6% | $11,596-50.0% |