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 | $139,287 | $124,281+12.1% | $109,143+27.6% | $167,490-16.8% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 7.83% | 26.04%-18.2pp | 25.75%-17.9pp | 478.56%-470.7pp |
| Employer contribution / active EE | $1,764 | $4,207-58.1% | $3,722-52.6% | $4,837-63.5% |
| Participant deferral / active EE | $4,090 | $5,255-22.2% | $4,653-12.1% | $6,341-35.5% |
| Admin fee / account holder | $153,357 | $7,970+1824.2% | $6,752+2171.2% | $12,309+1145.9% |