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 | $60,435 | $68,346-11.6% | $94,646-36.1% | $75,163-19.6% |
| Participation rate | 85.5% | 76.1%+9.4pp | 80.8%+4.6pp | 67.2%+18.3pp |
| Annual return | 9.96% | 616.93%-607.0pp | 156.71%-146.7pp | 160.62%-150.7pp |
| Employer contribution / active EE | $2,997 | $2,701+11.0% | $3,672-18.4% | $2,670+12.3% |
| Participant deferral / active EE | $6,260 | $6,537-4.2% | $7,418-15.6% | $4,125+51.8% |
| Admin fee / account holder | $20,307 | $5,326+281.3% | $7,231+180.8% | $5,651+259.4% |