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 | $86,258 | $124,319-30.6% | $111,297-22.5% | $167,490-48.5% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 8.58% | 37.44%-28.9pp | 54.65%-46.1pp | 478.56%-470.0pp |
| Employer contribution / active EE | $2,697 | $3,435-21.5% | $2,731-1.3% | $4,837-44.3% |
| Participant deferral / active EE | $6,768 | $5,180+30.6% | $4,487+50.8% | $6,341+6.7% |
| Admin fee / account holder | $16,062 | $10,618+51.3% | $7,964+101.7% | $12,309+30.5% |