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 | $48,080 | $94,338-49.0% | $100,534-52.2% | $142,382-66.2% |
| Participation rate | 88.9% | 81.7%+7.2pp | 80.6%+8.3pp | 80.1%+8.8pp |
| Annual return | 9.10% | 29.20%-20.1pp | 32.66%-23.6pp | 217.08%-208.0pp |
| Employer contribution / active EE | $5,403 | $4,237+27.5% | $4,346+24.3% | $4,299+25.7% |
| Participant deferral / active EE | $7,235 | $5,934+21.9% | $6,144+17.8% | $6,507+11.2% |
| Admin fee / account holder | $30,427 | $8,421+261.3% | $7,654+297.5% | $12,624+141.0% |