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 | $168,328 | $110,257+52.7% | $96,544+74.4% | $139,434+20.7% |
| Participation rate | 92.9% | 78.1%+14.8pp | 76.0%+16.9pp | 80.3%+12.5pp |
| Annual return | 6.22% | 26.32%-20.1pp | 25.84%-19.6pp | 372.94%-366.7pp |
| Employer contribution / active EE | $1,390 | $3,620-61.6% | $2,965-53.1% | $4,751-70.8% |
| Participant deferral / active EE | $2,150 | $5,548-61.2% | $4,851-55.7% | $6,710-68.0% |
| Admin fee / account holder | $7,882 | $11,591-32.0% | $8,252-4.5% | $11,403-30.9% |