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 | $195,619 | $124,281+57.4% | $109,143+79.2% | $167,490+16.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 9.59% | 26.04%-16.5pp | 25.75%-16.2pp | 478.56%-469.0pp |
| Employer contribution / active EE | $14,649 | $4,207+248.2% | $3,722+293.6% | $4,837+202.8% |
| Participant deferral / active EE | $1,547 | $5,255-70.6% | $4,653-66.8% | $6,341-75.6% |
| Admin fee / account holder | $4,565 | $7,970-42.7% | $6,752-32.4% | $12,309-62.9% |