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 | $71,607 | $77,899-8.1% | $149,673-52.2% | $75,163-4.7% |
| Participation rate | 93.0% | 65.6%+27.4pp | 78.8%+14.3pp | 67.2%+25.8pp |
| Annual return | 11.13% | 31.72%-20.6pp | 134.42%-123.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $2,765 | $3,137-11.9% | $4,818-42.6% | $2,670+3.6% |
| Participant deferral / active EE | $3,837 | $3,411+12.5% | $5,680-32.4% | $4,125-7.0% |
| Admin fee / account holder | $2,322 | $5,956-61.0% | $13,210-82.4% | $5,651-58.9% |