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 | $176,333 | $115,770+52.3% | $101,248+74.2% | $158,922+11.0% |
| Participation rate | 88.2% | 79.4%+8.9pp | 75.8%+12.4pp | 82.0%+6.3pp |
| Annual return | 1.08% | 56.14%-55.1pp | 46.47%-45.4pp | 302.83%-301.7pp |
| Employer contribution / active EE | $3,273 | $4,175-21.6% | $3,660-10.6% | $4,761-31.2% |
| Participant deferral / active EE | $5,851 | $4,957+18.0% | $4,370+33.9% | $5,982-2.2% |
| Admin fee / account holder | $49,094 | $7,245+577.6% | $5,945+725.7% | $11,246+336.6% |