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 | $145,927 | $127,065+14.8% | $113,168+28.9% | $142,382+2.5% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 8.34% | 24.03%-15.7pp | 24.27%-15.9pp | 217.08%-208.7pp |
| Employer contribution / active EE | $5,211 | $3,442+51.4% | $2,975+75.1% | $4,299+21.2% |
| Participant deferral / active EE | $5,758 | $5,716+0.7% | $5,107+12.7% | $6,507-11.5% |
| Admin fee / account holder | $107,906 | $15,736+585.7% | $12,068+794.2% | $12,624+754.8% |