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 | $130,972 | $177,572-26.2% | $154,803-15.4% | $142,382-8.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 7.58% | 65.07%-57.5pp | 58.88%-51.3pp | 217.08%-209.5pp |
| Employer contribution / active EE | $2,264 | $4,810-52.9% | $4,305-47.4% | $4,299-47.3% |
| Participant deferral / active EE | $3,364 | $6,272-46.4% | $5,540-39.3% | $6,507-48.3% |
| Admin fee / account holder | $921 | $16,786-94.5% | $14,329-93.6% | $12,624-92.7% |