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 | $174,631 | $111,301+56.9% | $112,977+54.6% | $158,922+9.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 3.82% | 26.40%-22.6pp | 24.24%-20.4pp | 302.83%-299.0pp |
| Employer contribution / active EE | $8,056 | $4,471+80.2% | $4,255+89.3% | $4,761+69.2% |
| Participant deferral / active EE | $7,390 | $5,880+25.7% | $5,836+26.6% | $5,982+23.5% |
| Admin fee / account holder | $2,876 | $8,392-65.7% | $6,294-54.3% | $11,246-74.4% |