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 | $56,391 | $148,534-62.0% | $135,903-58.5% | $139,434-59.6% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 4.81% | 79.19%-74.4pp | 68.23%-63.4pp | 372.94%-368.1pp |
| Employer contribution / active EE | $3,866 | $5,243-26.3% | $4,856-20.4% | $4,751-18.6% |
| Participant deferral / active EE | $8,546 | $8,100+5.5% | $7,758+10.2% | $6,710+27.4% |
| Admin fee / account holder | $34,269 | $12,400+176.4% | $10,762+218.4% | $11,403+200.5% |