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 | $71,669 | $86,286-16.9% | $111,297-35.6% | $85,850-16.5% |
| Participation rate | 84.1% | 73.3%+10.8pp | 77.3%+6.8pp | 69.3%+14.8pp |
| Annual return | 10.26% | 19.99%-9.7pp | 54.65%-44.4pp | 318.53%-308.3pp |
| Employer contribution / active EE | $2,552 | $2,043+24.9% | $2,731-6.6% | $2,565-0.5% |
| Participant deferral / active EE | $5,521 | $3,641+51.7% | $4,487+23.0% | $3,952+39.7% |
| Admin fee / account holder | $9,051 | $8,188+10.5% | $7,964+13.6% | $6,260+44.6% |