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 | $98,057 | $137,414-28.6% | $189,513-48.3% | $85,850+14.2% |
| Participation rate | 95.6% | 84.6%+10.9pp | 87.8%+7.7pp | 69.3%+26.2pp |
| Annual return | 10.54% | 38.14%-27.6pp | 555.15%-544.6pp | 318.53%-308.0pp |
| Employer contribution / active EE | $3,712 | $4,344-14.6% | $6,162-39.8% | $2,565+44.7% |
| Participant deferral / active EE | $3,276 | $6,260-47.7% | $8,221-60.2% | $3,952-17.1% |
| Admin fee / account holder | $4,793 | $8,630-44.5% | $12,045-60.2% | $6,260-23.4% |