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 | $205,833 | $110,257+86.7% | $96,544+113.2% | $139,434+47.6% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 5.05% | 26.32%-21.3pp | 25.84%-20.8pp | 372.94%-367.9pp |
| Employer contribution / active EE | $2,632 | $3,620-27.3% | $2,965-11.2% | $4,751-44.6% |
| Participant deferral / active EE | $5,494 | $5,548-1.0% | $4,851+13.3% | $6,710-18.1% |
| Admin fee / account holder | $3,819 | $11,591-67.0% | $8,252-53.7% | $11,403-66.5% |