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 | $44,708 | $114,381-60.9% | $107,525-58.4% | $142,382-68.6% |
| Participation rate | 81.3% | 78.1%+3.1pp | 75.1%+6.2pp | 80.1%+1.1pp |
| Annual return | 8.53% | 242.71%-234.2pp | 181.32%-172.8pp | 217.08%-208.5pp |
| Employer contribution / active EE | $3,266 | $4,015-18.6% | $3,754-13.0% | $4,299-24.0% |
| Participant deferral / active EE | $6,115 | $5,564+9.9% | $5,116+19.5% | $6,507-6.0% |
| Admin fee / account holder | $48,541 | $9,860+392.3% | $8,919+444.3% | $12,624+284.5% |