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 | $85,170 | $133,922-36.4% | $116,228-26.7% | $142,382-40.2% |
| Participation rate | 73.3% | 77.9%-4.5pp | 74.6%-1.2pp | 80.1%-6.8pp |
| Annual return | 8.66% | 147.76%-139.1pp | 90.06%-81.4pp | 217.08%-208.4pp |
| Employer contribution / active EE | $2,901 | $3,446-15.8% | $2,994-3.1% | $4,299-32.5% |
| Participant deferral / active EE | $8,899 | $5,672+56.9% | $4,953+79.7% | $6,507+36.8% |
| Admin fee / account holder | $99,833 | $14,945+568.0% | $11,989+732.7% | $12,624+690.8% |