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 | $216,244 | $127,065+70.2% | $113,168+91.1% | $142,382+51.9% |
| Participation rate | 95.2% | 79.2%+16.0pp | 76.6%+18.7pp | 80.1%+15.1pp |
| Annual return | 10.15% | 24.03%-13.9pp | 24.27%-14.1pp | 217.08%-206.9pp |
| Employer contribution / active EE | $2,867 | $3,442-16.7% | $2,975-3.6% | $4,299-33.3% |
| Participant deferral / active EE | $10,963 | $5,716+91.8% | $5,107+114.7% | $6,507+68.5% |
| Admin fee / account holder | $46,252 | $15,736+193.9% | $12,068+283.3% | $12,624+266.4% |