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 | $143,528 | $177,572-19.2% | $154,803-7.3% | $142,382+0.8% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 6.24% | 65.07%-58.8pp | 58.88%-52.6pp | 217.08%-210.8pp |
| Employer contribution / active EE | $3,645 | $4,810-24.2% | $4,305-15.3% | $4,299-15.2% |
| Participant deferral / active EE | $9,270 | $6,272+47.8% | $5,540+67.3% | $6,507+42.5% |
| Admin fee / account holder | $45,083 | $16,786+168.6% | $14,329+214.6% | $12,624+257.1% |