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 | $162,041 | $114,381+41.7% | $107,525+50.7% | $142,382+13.8% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 8.07% | 242.71%-234.6pp | 181.32%-173.3pp | 217.08%-209.0pp |
| Employer contribution / active EE | $5,802 | $4,015+44.5% | $3,754+54.6% | $4,299+35.0% |
| Participant deferral / active EE | $4,038 | $5,564-27.4% | $5,116-21.1% | $6,507-38.0% |
| Admin fee / account holder | $1,371 | $9,860-86.1% | $8,919-84.6% | $12,624-89.1% |