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 | $158,924 | $214,378-25.9% | $200,582-20.8% | $142,382+11.6% |
| Participation rate | 95.7% | 87.4%+8.2pp | 86.9%+8.8pp | 80.1%+15.5pp |
| Annual return | 3.96% | 46.41%-42.4pp | 42.33%-38.4pp | 217.08%-213.1pp |
| Employer contribution / active EE | $2,849 | $6,841-58.4% | $6,419-55.6% | $4,299-33.7% |
| Participant deferral / active EE | $7,742 | $9,865-21.5% | $9,331-17.0% | $6,507+19.0% |
| Admin fee / account holder | $465 | $17,692-97.4% | $16,305-97.1% | $12,624-96.3% |