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 | $42,260 | $124,425-66.0% | $112,040-62.3% | $137,256-69.2% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 9.16% | 24.72%-15.6pp | 24.52%-15.4pp | 220.34%-211.2pp |
| Employer contribution / active EE | $3,467 | $3,411+1.6% | $2,954+17.4% | $4,156-16.6% |
| Participant deferral / active EE | $7,498 | $5,718+31.1% | $5,098+47.1% | $6,407+17.0% |
| Admin fee / account holder | $16,149 | $15,207+6.2% | $12,098+33.5% | $12,270+31.6% |