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 | $127,065+34.2% | $113,168+50.7% | $142,382+19.8% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 4.62% | 24.03%-19.4pp | 24.27%-19.6pp | 217.08%-212.5pp |
| Employer contribution / active EE | $2,778 | $3,442-19.3% | $2,975-6.6% | $4,299-35.4% |
| Participant deferral / active EE | $4,072 | $5,716-28.8% | $5,107-20.3% | $6,507-37.4% |
| Admin fee / account holder | $1,886 | $15,736-88.0% | $12,068-84.4% | $12,624-85.1% |