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 | $87,515 | $103,376-15.3% | $87,100+0.5% | $152,861-42.7% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.9%+18.1pp | 82.4%+12.6pp |
| Annual return | 10.19% | 28.10%-17.9pp | 28.19%-18.0pp | 345.32%-335.1pp |
| Employer contribution / active EE | $2,651 | $3,220-17.7% | $2,521+5.1% | $4,762-44.3% |
| Participant deferral / active EE | $4,365 | $4,778-8.6% | $4,049+7.8% | $5,850-25.4% |
| Admin fee / account holder | $17,568 | $12,205+43.9% | $7,497+134.3% | $11,596+51.5% |