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 | $160,759 | $91,190+76.3% | $178,490-9.9% | $79,858+101.3% |
| Participation rate | 88.7% | 69.2%+19.5pp | 81.9%+6.8pp | 69.6%+19.1pp |
| Annual return | 9.76% | 24.19%-14.4pp | 151.07%-141.3pp | 31.71%-22.0pp |
| Employer contribution / active EE | $6,186 | $3,256+90.0% | $5,011+23.5% | $2,471+150.4% |
| Participant deferral / active EE | $4,289 | $3,236+32.5% | $5,202-17.5% | $3,740+14.7% |
| Admin fee / account holder | $29,490 | $6,751+336.8% | $13,984+110.9% | $5,306+455.8% |