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 | $127,065+26.4% | $113,168+42.0% | $142,382+12.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 7.42% | 24.03%-16.6pp | 24.27%-16.8pp | 217.08%-209.7pp |
| Employer contribution / active EE | $1,885 | $3,442-45.2% | $2,975-36.7% | $4,299-56.2% |
| Participant deferral / active EE | $7,241 | $5,716+26.7% | $5,107+41.8% | $6,507+11.3% |
| Admin fee / account holder | $2,052 | $15,736-87.0% | $12,068-83.0% | $12,624-83.7% |