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 | $198,081 | $142,405+39.1% | $115,157+72.0% | $152,861+29.6% |
| Participation rate | 80.0% | 82.4%-2.4pp | 75.9%+4.1pp | 82.4%-2.4pp |
| Annual return | 0.07% | 41.48%-41.4pp | 35.60%-35.5pp | 345.32%-345.3pp |
| Employer contribution / active EE | $7,092 | $4,010+76.9% | $3,179+123.1% | $4,762+48.9% |
| Participant deferral / active EE | $7,554 | $5,164+46.3% | $4,168+81.2% | $5,850+29.1% |
| Admin fee / account holder | $10,641 | $8,462+25.7% | $7,088+50.1% | $11,596-8.2% |