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 | $165,913 | $103,966+59.6% | $112,887+47.0% | $75,163+120.7% |
| Participation rate | 94.8% | 75.7%+19.1pp | 80.5%+14.3pp | 67.2%+27.6pp |
| Annual return | 9.97% | 24.54%-14.6pp | 34.10%-24.1pp | 160.62%-150.6pp |
| Employer contribution / active EE | $3,584 | $3,870-7.4% | $4,563-21.5% | $2,670+34.3% |
| Participant deferral / active EE | $4,309 | $5,456-21.0% | $6,513-33.8% | $4,125+4.5% |
| Admin fee / account holder | $14,008 | $7,663+82.8% | $7,047+98.8% | $5,651+147.9% |