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 | $163,864 | $114,381+43.3% | $107,525+52.4% | $142,382+15.1% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 11.00% | 242.71%-231.7pp | 181.32%-170.3pp | 217.08%-206.1pp |
| Employer contribution / active EE | $10,202 | $4,015+154.1% | $3,754+171.8% | $4,299+137.3% |
| Participant deferral / active EE | $10,468 | $5,564+88.1% | $5,116+104.6% | $6,507+60.9% |
| Admin fee / account holder | $4,485 | $9,860-54.5% | $8,919-49.7% | $12,624-64.5% |