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 | $160,672 | $124,425+29.1% | $112,040+43.4% | $137,256+17.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 7.42% | 24.72%-17.3pp | 24.52%-17.1pp | 220.34%-212.9pp |
| Employer contribution / active EE | $1,885 | $3,411-44.8% | $2,954-36.2% | $4,156-54.6% |
| Participant deferral / active EE | $7,241 | $5,718+26.6% | $5,098+42.0% | $6,407+13.0% |
| Admin fee / account holder | $2,052 | $15,207-86.5% | $12,098-83.0% | $12,270-83.3% |