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 | $99,057 | $110,257-10.2% | $96,544+2.6% | $139,434-29.0% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 6.49% | 26.32%-19.8pp | 25.84%-19.3pp | 372.94%-366.4pp |
| Employer contribution / active EE | $7,277 | $3,620+101.1% | $2,965+145.5% | $4,751+53.2% |
| Participant deferral / active EE | $5,716 | $5,548+3.0% | $4,851+17.8% | $6,710-14.8% |
| Admin fee / account holder | $61,983 | $11,591+434.7% | $8,252+651.1% | $11,403+443.6% |