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 | $89,898 | $80,968+11.0% | $96,544-6.9% | $75,163+19.6% |
| Participation rate | 90.9% | 71.8%+19.1pp | 76.0%+14.9pp | 67.2%+23.7pp |
| Annual return | 10.05% | 27.06%-17.0pp | 25.84%-15.8pp | 160.62%-150.6pp |
| Employer contribution / active EE | $2,705 | $2,282+18.5% | $2,965-8.8% | $2,670+1.3% |
| Participant deferral / active EE | $5,278 | $3,928+34.4% | $4,851+8.8% | $4,125+27.9% |
| Admin fee / account holder | $37,044 | $6,724+450.9% | $8,252+348.9% | $5,651+555.5% |