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 | $79,806 | $106,584-25.1% | $101,326-21.2% | $142,382-43.9% |
| Participation rate | 95.5% | 82.7%+12.8pp | 81.5%+14.0pp | 80.1%+15.3pp |
| Annual return | 9.35% | 36.93%-27.6pp | 36.82%-27.5pp | 217.08%-207.7pp |
| Employer contribution / active EE | $4,461 | $3,956+12.8% | $3,665+21.7% | $4,299+3.8% |
| Participant deferral / active EE | $3,540 | $8,297-57.3% | $7,994-55.7% | $6,507-45.6% |
| Admin fee / account holder | $30,520 | $11,446+166.6% | $11,185+172.9% | $12,624+141.8% |