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 | $60,556 | $114,381-47.1% | $107,525-43.7% | $142,382-57.5% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.1%+9.9pp | 80.1%+4.9pp |
| Annual return | 9.57% | 242.71%-233.1pp | 181.32%-171.7pp | 217.08%-207.5pp |
| Employer contribution / active EE | $3,475 | $4,015-13.4% | $3,754-7.4% | $4,299-19.2% |
| Participant deferral / active EE | $7,586 | $5,564+36.3% | $5,116+48.3% | $6,507+16.6% |
| Admin fee / account holder | $3,874 | $9,860-60.7% | $8,919-56.6% | $12,624-69.3% |