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 | $161,554 | $115,882+39.4% | $100,516+60.7% | $158,922+1.7% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 6.36% | 34.79%-28.4pp | 30.89%-24.5pp | 302.83%-296.5pp |
| Employer contribution / active EE | $598 | $4,103-85.4% | $3,418-82.5% | $4,761-87.4% |
| Participant deferral / active EE | $13,000 | $6,674+94.8% | $6,270+107.3% | $5,982+117.3% |
| Admin fee / account holder | $5,658 | $10,995-48.5% | $8,081-30.0% | $11,246-49.7% |