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 | $168,019 | $109,413+53.6% | $156,263+7.5% | $84,808+98.1% |
| Participation rate | 97.8% | 72.7%+25.1pp | 78.9%+18.9pp | 68.3%+29.5pp |
| Annual return | 3.79% | 20.18%-16.4pp | 59.47%-55.7pp | 40.90%-37.1pp |
| Employer contribution / active EE | $2,542 | $2,907-12.5% | $4,333-41.3% | $2,631-3.4% |
| Participant deferral / active EE | $5,282 | $4,590+15.1% | $6,158-14.2% | $4,212+25.4% |
| Admin fee / account holder | $2,806 | $9,357-70.0% | $14,255-80.3% | $7,344-61.8% |