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 | $156,004 | $127,777+22.1% | $106,548+46.4% | $167,490-6.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 6.92% | 33.87%-26.9pp | 26.80%-19.9pp | 478.56%-471.6pp |
| Employer contribution / active EE | $1,664 | $3,427-51.4% | $2,819-41.0% | $4,837-65.6% |
| Participant deferral / active EE | $6,052 | $5,087+19.0% | $4,398+37.6% | $6,341-4.6% |
| Admin fee / account holder | $12,898 | $11,228+14.9% | $7,407+74.1% | $12,309+4.8% |