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 | $102,611 | $105,181-2.4% | $159,436-35.6% | $85,850+19.5% |
| Participation rate | 86.3% | 75.8%+10.5pp | 82.8%+3.5pp | 69.3%+17.0pp |
| Annual return | 12.45% | 45.07%-32.6pp | 263.57%-251.1pp | 318.53%-306.1pp |
| Employer contribution / active EE | $704 | $3,318-78.8% | $4,829-85.4% | $2,565-72.6% |
| Participant deferral / active EE | $3,602 | $5,945-39.4% | $7,352-51.0% | $3,952-8.8% |
| Admin fee / account holder | $4,678 | $6,933-32.5% | $10,799-56.7% | $6,260-25.3% |