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 | $94,340 | $179,726-47.5% | $156,263-39.6% | $142,382-33.7% |
| Participation rate | 94.1% | 82.1%+12.0pp | 78.9%+15.2pp | 80.1%+14.0pp |
| Annual return | 8.93% | 77.86%-68.9pp | 59.47%-50.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $3,088 | $5,069-39.1% | $4,333-28.7% | $4,299-28.2% |
| Participant deferral / active EE | $13,191 | $6,956+89.6% | $6,158+114.2% | $6,507+102.7% |
| Admin fee / account holder | $30,809 | $17,272+78.4% | $14,255+116.1% | $12,624+144.1% |