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 | $113,351 | $117,983-3.9% | $101,794+11.4% | $142,382-20.4% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 3.19% | 36.92%-33.7pp | 30.53%-27.3pp | 217.08%-213.9pp |
| Employer contribution / active EE | $477 | $2,773-82.8% | $2,289-79.2% | $4,299-88.9% |
| Participant deferral / active EE | $14,611 | $4,714+210.0% | $4,084+257.8% | $6,507+124.5% |
| Admin fee / account holder | $2,529 | $10,433-75.8% | $8,777-71.2% | $12,624-80.0% |