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 | $79,815 | $137,414-41.9% | $189,513-57.9% | $85,850-7.0% |
| Participation rate | 96.0% | 84.6%+11.4pp | 87.8%+8.2pp | 69.3%+26.7pp |
| Annual return | 10.86% | 38.14%-27.3pp | 555.15%-544.3pp | 318.53%-307.7pp |
| Employer contribution / active EE | $5,344 | $4,344+23.0% | $6,162-13.3% | $2,565+108.3% |
| Participant deferral / active EE | $3,669 | $6,260-41.4% | $8,221-55.4% | $3,952-7.2% |
| Admin fee / account holder | $1,866 | $8,630-78.4% | $12,045-84.5% | $6,260-70.2% |