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 | $149,766 | $110,257+35.8% | $96,544+55.1% | $139,434+7.4% |
| Participation rate | 70.0% | 78.1%-8.1pp | 76.0%-6.0pp | 80.3%-10.3pp |
| Annual return | 6.27% | 26.32%-20.0pp | 25.84%-19.6pp | 372.94%-366.7pp |
| Employer contribution / active EE | $2,031 | $3,620-43.9% | $2,965-31.5% | $4,751-57.3% |
| Participant deferral / active EE | $4,338 | $5,548-21.8% | $4,851-10.6% | $6,710-35.4% |
| Admin fee / account holder | $1,711 | $11,591-85.2% | $8,252-79.3% | $11,403-85.0% |