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 | $154,438 | $115,770+33.4% | $101,248+52.5% | $158,922-2.8% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 5.11% | 56.14%-51.0pp | 46.47%-41.4pp | 302.83%-297.7pp |
| Employer contribution / active EE | $3,556 | $4,175-14.8% | $3,660-2.8% | $4,761-25.3% |
| Participant deferral / active EE | $10,906 | $4,957+120.0% | $4,370+149.6% | $5,982+82.3% |
| Admin fee / account holder | $2,476 | $7,245-65.8% | $5,945-58.3% | $11,246-78.0% |