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 | $184,515 | $124,425+48.3% | $112,040+64.7% | $137,256+34.4% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 6.23% | 24.72%-18.5pp | 24.52%-18.3pp | 220.34%-214.1pp |
| Employer contribution / active EE | $1,995 | $3,411-41.5% | $2,954-32.5% | $4,156-52.0% |
| Participant deferral / active EE | $8,691 | $5,718+52.0% | $5,098+70.5% | $6,407+35.6% |
| Admin fee / account holder | $96,573 | $15,207+535.1% | $12,098+698.2% | $12,270+687.1% |