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 | $104,175 | $105,181-1.0% | $159,436-34.7% | $85,850+21.3% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.8%+14.1pp | 69.3%+27.7pp |
| Annual return | 11.61% | 45.07%-33.5pp | 263.57%-252.0pp | 318.53%-306.9pp |
| Employer contribution / active EE | $3,156 | $3,318-4.9% | $4,829-34.7% | $2,565+23.0% |
| Participant deferral / active EE | $7,020 | $5,945+18.1% | $7,352-4.5% | $3,952+77.6% |
| Admin fee / account holder | $4,580 | $6,933-33.9% | $10,799-57.6% | $6,260-26.8% |