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 | $126,530 | $175,202-27.8% | $149,673-15.5% | $139,434-9.3% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 8.62% | 166.71%-158.1pp | 134.42%-125.8pp | 372.94%-364.3pp |
| Employer contribution / active EE | $3,485 | $5,474-36.3% | $4,818-27.7% | $4,751-26.7% |
| Participant deferral / active EE | $3,867 | $6,519-40.7% | $5,680-31.9% | $6,710-42.4% |
| Admin fee / account holder | $115,507 | $16,150+615.2% | $13,210+774.4% | $11,403+913.0% |