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 | $84,586 | $157,256-46.2% | $141,162-40.1% | $152,861-44.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 12.70% | 64.32%-51.6pp | 71.39%-58.7pp | 345.32%-332.6pp |
| Employer contribution / active EE | $6,788 | $5,261+29.0% | $4,735+43.4% | $4,762+42.5% |
| Participant deferral / active EE | $6,158 | $7,109-13.4% | $6,709-8.2% | $5,850+5.3% |
| Admin fee / account holder | $29,466 | $12,120+143.1% | $10,261+187.2% | $11,596+154.1% |