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 | $170,089 | $115,770+46.9% | $101,248+68.0% | $158,922+7.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 4.68% | 56.14%-51.5pp | 46.47%-41.8pp | 302.83%-298.1pp |
| Employer contribution / active EE | $2,102 | $4,175-49.7% | $3,660-42.6% | $4,761-55.9% |
| Participant deferral / active EE | $8,223 | $4,957+65.9% | $4,370+88.2% | $5,982+37.5% |
| Admin fee / account holder | $5,752 | $7,245-20.6% | $5,945-3.3% | $11,246-48.9% |