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 | $166,693 | $114,381+45.7% | $107,525+55.0% | $142,382+17.1% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 7.15% | 242.71%-235.6pp | 181.32%-174.2pp | 217.08%-209.9pp |
| Employer contribution / active EE | $4,749 | $4,015+18.3% | $3,754+26.5% | $4,299+10.5% |
| Participant deferral / active EE | $11,019 | $5,564+98.0% | $5,116+115.4% | $6,507+69.3% |
| Admin fee / account holder | $67,072 | $9,860+580.2% | $8,919+652.0% | $12,624+431.3% |