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 | $166,596 | $177,572-6.2% | $154,803+7.6% | $142,382+17.0% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 11.01% | 65.07%-54.1pp | 58.88%-47.9pp | 217.08%-206.1pp |
| Employer contribution / active EE | $7,961 | $4,810+65.5% | $4,305+84.9% | $4,299+85.2% |
| Participant deferral / active EE | $3,638 | $6,272-42.0% | $5,540-34.3% | $6,507-44.1% |
| Admin fee / account holder | $81,682 | $16,786+386.6% | $14,329+470.0% | $12,624+547.0% |