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 | $98,636 | $154,228-36.0% | $145,433-32.2% | $137,256-28.1% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 8.39% | 74.59%-66.2pp | 66.58%-58.2pp | 220.34%-211.9pp |
| Employer contribution / active EE | $4,255 | $4,804-11.4% | $4,554-6.6% | $4,156+2.4% |
| Participant deferral / active EE | $5,409 | $8,216-34.2% | $7,897-31.5% | $6,407-15.6% |
| Admin fee / account holder | $79,990 | $14,344+457.7% | $13,129+509.3% | $12,270+551.9% |