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 | $124,447 | $179,726-30.8% | $156,263-20.4% | $142,382-12.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 9.95% | 77.86%-67.9pp | 59.47%-49.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $2,255 | $5,069-55.5% | $4,333-48.0% | $4,299-47.5% |
| Participant deferral / active EE | $3,731 | $6,956-46.4% | $6,158-39.4% | $6,507-42.7% |
| Admin fee / account holder | $37,009 | $17,272+114.3% | $14,255+159.6% | $12,624+193.2% |