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 | $60,858 | $157,256-61.3% | $141,162-56.9% | $152,861-60.2% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 9.93% | 64.32%-54.4pp | 71.39%-61.5pp | 345.32%-335.4pp |
| Employer contribution / active EE | $4,605 | $5,261-12.5% | $4,735-2.7% | $4,762-3.3% |
| Participant deferral / active EE | $8,781 | $7,109+23.5% | $6,709+30.9% | $5,850+50.1% |
| Admin fee / account holder | $1,140 | $12,120-90.6% | $10,261-88.9% | $11,596-90.2% |