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 | $111,535-13.5% | $105,223-8.3% | $137,256-29.7% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.0%+10.0pp | 80.0%+5.0pp |
| Annual return | 11.39% | 237.85%-226.5pp | 180.65%-169.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $3,064 | $3,939-22.2% | $3,689-16.9% | $4,156-26.3% |
| Participant deferral / active EE | $7,669 | $5,500+39.4% | $5,072+51.2% | $6,407+19.7% |
| Admin fee / account holder | $30,754 | $9,721+216.4% | $8,859+247.2% | $12,270+150.6% |