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 | $93,578 | $137,414-31.9% | $189,513-50.6% | $85,850+9.0% |
| Participation rate | 74.2% | 84.6%-10.4pp | 87.8%-13.6pp | 69.3%+4.9pp |
| Annual return | 10.10% | 38.14%-28.0pp | 555.15%-545.1pp | 318.53%-308.4pp |
| Employer contribution / active EE | $1,383 | $4,344-68.2% | $6,162-77.6% | $2,565-46.1% |
| Participant deferral / active EE | $4,202 | $6,260-32.9% | $8,221-48.9% | $3,952+6.3% |
| Admin fee / account holder | $1,668 | $8,630-80.7% | $12,045-86.2% | $6,260-73.4% |