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 | $170,505 | $124,425+37.0% | $112,040+52.2% | $137,256+24.2% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 4.62% | 24.72%-20.1pp | 24.52%-19.9pp | 220.34%-215.7pp |
| Employer contribution / active EE | $2,778 | $3,411-18.6% | $2,954-6.0% | $4,156-33.2% |
| Participant deferral / active EE | $4,072 | $5,718-28.8% | $5,098-20.1% | $6,407-36.4% |
| Admin fee / account holder | $1,886 | $15,207-87.6% | $12,098-84.4% | $12,270-84.6% |