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 | $79,497 | $78,672+1.0% | $109,143-27.2% | $85,850-7.4% |
| Participation rate | 90.3% | 68.3%+22.0pp | 75.9%+14.4pp | 69.3%+21.0pp |
| Annual return | 10.66% | 25.09%-14.4pp | 25.75%-15.1pp | 318.53%-307.9pp |
| Employer contribution / active EE | $5,938 | $2,735+117.1% | $3,722+59.5% | $2,565+131.5% |
| Participant deferral / active EE | $2,844 | $3,467-18.0% | $4,653-38.9% | $3,952-28.0% |
| Admin fee / account holder | $24,678 | $5,469+351.2% | $6,752+265.5% | $6,260+294.2% |