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 | $93,505 | $51,175+82.7% | $70,515+32.6% | $75,163+24.4% |
| Participation rate | 84.7% | 60.9%+23.8pp | 68.3%+16.4pp | 67.2%+17.6pp |
| Annual return | 9.38% | 30.02%-20.6pp | 32.77%-23.4pp | 160.62%-151.2pp |
| Employer contribution / active EE | $2,168 | $1,826+18.7% | $2,973-27.1% | $2,670-18.8% |
| Participant deferral / active EE | $3,263 | $2,849+14.5% | $4,567-28.5% | $4,125-20.9% |
| Admin fee / account holder | $2,656 | $4,091-35.1% | $6,412-58.6% | $5,651-53.0% |