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 | $100,174 | $105,181-4.8% | $159,436-37.2% | $85,850+16.7% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.8%+9.1pp | 69.3%+22.6pp |
| Annual return | 11.17% | 45.07%-33.9pp | 263.57%-252.4pp | 318.53%-307.4pp |
| Employer contribution / active EE | $2,129 | $3,318-35.8% | $4,829-55.9% | $2,565-17.0% |
| Participant deferral / active EE | $6,013 | $5,945+1.1% | $7,352-18.2% | $3,952+52.2% |
| Admin fee / account holder | $4,275 | $6,933-38.3% | $10,799-60.4% | $6,260-31.7% |