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 | $179,492 | $154,228+16.4% | $145,433+23.4% | $137,256+30.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 7.80% | 74.59%-66.8pp | 66.58%-58.8pp | 220.34%-212.5pp |
| Employer contribution / active EE | $1,286 | $4,804-73.2% | $4,554-71.8% | $4,156-69.1% |
| Participant deferral / active EE | $4,982 | $8,216-39.4% | $7,897-36.9% | $6,407-22.2% |
| Admin fee / account holder | $118,292 | $14,344+724.7% | $13,129+801.0% | $12,270+864.1% |