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 | $179,276 | $127,065+41.1% | $113,168+58.4% | $142,382+25.9% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 5.95% | 24.03%-18.1pp | 24.27%-18.3pp | 217.08%-211.1pp |
| Employer contribution / active EE | $3,730 | $3,442+8.4% | $2,975+25.4% | $4,299-13.2% |
| Participant deferral / active EE | $7,536 | $5,716+31.8% | $5,107+47.6% | $6,507+15.8% |
| Admin fee / account holder | $207,556 | $15,736+1219.0% | $12,068+1619.9% | $12,624+1544.2% |