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 | $96,465 | $114,381-15.7% | $107,525-10.3% | $142,382-32.2% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.1%+9.9pp | 80.1%+4.9pp |
| Annual return | 11.39% | 242.71%-231.3pp | 181.32%-169.9pp | 217.08%-205.7pp |
| Employer contribution / active EE | $3,064 | $4,015-23.7% | $3,754-18.4% | $4,299-28.7% |
| Participant deferral / active EE | $7,669 | $5,564+37.8% | $5,116+49.9% | $6,507+17.9% |
| Admin fee / account holder | $30,754 | $9,860+211.9% | $8,919+244.8% | $12,624+143.6% |