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 | $67,322 | $71,829-6.3% | $69,780-3.5% | $142,382-52.7% |
| Participation rate | 90.0% | 81.6%+8.4pp | 79.3%+10.7pp | 80.1%+9.9pp |
| Annual return | 13.25% | 31.01%-17.8pp | 26.31%-13.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $12,411 | $4,385+183.0% | $4,168+197.8% | $4,299+188.7% |
| Participant deferral / active EE | $4,268 | $6,819-37.4% | $6,164-30.8% | $6,507-34.4% |
| Admin fee / account holder | $22,672 | $7,818+190.0% | $7,285+211.2% | $12,624+79.6% |