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 | $163,671 | $118,849+37.7% | $96,562+69.5% | $167,490-2.3% |
| Participation rate | 94.7% | 75.5%+19.3pp | 69.8%+24.9pp | 82.1%+12.6pp |
| Annual return | 4.64% | 50.49%-45.9pp | 37.78%-33.1pp | 478.56%-473.9pp |
| Employer contribution / active EE | $2,701 | $3,120-13.4% | $2,356+14.6% | $4,837-44.2% |
| Participant deferral / active EE | $2,724 | $4,616-41.0% | $3,849-29.2% | $6,341-57.0% |
| Admin fee / account holder | $6,128 | $8,065-24.0% | $6,181-0.9% | $12,309-50.2% |