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 | $85,070 | $93,571-9.1% | $135,903-37.4% | $75,163+13.2% |
| Participation rate | 74.1% | 75.2%-1.1pp | 81.9%-7.8pp | 67.2%+6.9pp |
| Annual return | 12.96% | 30.90%-17.9pp | 68.23%-55.3pp | 160.62%-147.7pp |
| Employer contribution / active EE | $2,847 | $3,537-19.5% | $4,856-41.4% | $2,670+6.6% |
| Participant deferral / active EE | $7,359 | $6,404+14.9% | $7,758-5.1% | $4,125+78.4% |
| Admin fee / account holder | $25,251 | $6,975+262.0% | $10,762+134.6% | $5,651+346.9% |