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 | $105,957 | $127,065-16.6% | $113,168-6.4% | $142,382-25.6% |
| Participation rate | 90.5% | 79.2%+11.3pp | 76.6%+13.9pp | 80.1%+10.4pp |
| Annual return | 7.56% | 24.03%-16.5pp | 24.27%-16.7pp | 217.08%-209.5pp |
| Employer contribution / active EE | $2,041 | $3,442-40.7% | $2,975-31.4% | $4,299-52.5% |
| Participant deferral / active EE | $2,569 | $5,716-55.1% | $5,107-49.7% | $6,507-60.5% |
| Admin fee / account holder | $22,935 | $15,736+45.8% | $12,068+90.1% | $12,624+81.7% |