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 | $131,795 | $77,419+70.2% | $69,455+89.8% | $152,861-13.8% |
| Participation rate | 90.5% | 78.1%+12.4pp | 74.6%+15.9pp | 82.4%+8.0pp |
| Annual return | 3.37% | 39.06%-35.7pp | 28.97%-25.6pp | 345.32%-341.9pp |
| Employer contribution / active EE | $2,669 | $3,315-19.5% | $2,779-4.0% | $4,762-44.0% |
| Participant deferral / active EE | $6,549 | $4,414+48.4% | $3,535+85.2% | $5,850+11.9% |
| Admin fee / account holder | $1,977 | $6,207-68.2% | $3,839-48.5% | $11,596-83.0% |