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 | $169,023 | $111,754+51.2% | $103,333+63.6% | $145,922+15.8% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 8.78% | 24.77%-16.0pp | 24.88%-16.1pp | 561.29%-552.5pp |
| Employer contribution / active EE | $2,947 | $4,212-30.0% | $3,868-23.8% | $4,660-36.8% |
| Participant deferral / active EE | $2,196 | $5,619-60.9% | $5,057-56.6% | $6,688-67.2% |
| Admin fee / account holder | $19,558 | $9,750+100.6% | $8,355+134.1% | $13,397+46.0% |