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 | $168,898 | $91,190+85.2% | $178,490-5.4% | $79,858+111.5% |
| Participation rate | 91.0% | 69.2%+21.8pp | 81.9%+9.1pp | 69.6%+21.4pp |
| Annual return | 7.01% | 24.19%-17.2pp | 151.07%-144.1pp | 31.71%-24.7pp |
| Employer contribution / active EE | $3,894 | $3,256+19.6% | $5,011-22.3% | $2,471+57.6% |
| Participant deferral / active EE | $4,476 | $3,236+38.3% | $5,202-13.9% | $3,740+19.7% |
| Admin fee / account holder | $5,383 | $6,751-20.3% | $13,984-61.5% | $5,306+1.4% |