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 | $99,308 | $111,535-11.0% | $105,223-5.6% | $137,256-27.6% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 11.59% | 237.85%-226.3pp | 180.65%-169.1pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,157 | $3,939-45.3% | $3,689-41.5% | $4,156-48.1% |
| Participant deferral / active EE | $5,997 | $5,500+9.0% | $5,072+18.2% | $6,407-6.4% |
| Admin fee / account holder | $39,328 | $9,721+304.6% | $8,859+343.9% | $12,270+220.5% |