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 | $173,221 | $109,881+57.6% | $150,045+15.4% | $84,808+104.3% |
| Participation rate | 94.6% | 76.1%+18.5pp | 82.3%+12.3pp | 68.3%+26.3pp |
| Annual return | 9.17% | 28.25%-19.1pp | 62.55%-53.4pp | 40.90%-31.7pp |
| Employer contribution / active EE | $3,078 | $3,561-13.6% | $4,693-34.4% | $2,631+17.0% |
| Participant deferral / active EE | $3,452 | $6,636-48.0% | $7,997-56.8% | $4,212-18.0% |
| Admin fee / account holder | $5,380 | $8,568-37.2% | $13,435-60.0% | $7,344-26.7% |