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 | $112,572 | $114,381-1.6% | $107,525+4.7% | $142,382-20.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 7.39% | 242.71%-235.3pp | 181.32%-173.9pp | 217.08%-209.7pp |
| Employer contribution / active EE | $1,645 | $4,015-59.0% | $3,754-56.2% | $4,299-61.7% |
| Participant deferral / active EE | $3,305 | $5,564-40.6% | $5,116-35.4% | $6,507-49.2% |
| Admin fee / account holder | $32,932 | $9,860+234.0% | $8,919+269.2% | $12,624+160.9% |