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 | $103,395 | $154,228-33.0% | $145,433-28.9% | $137,256-24.7% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 11.92% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $6,294 | $4,804+31.0% | $4,554+38.2% | $4,156+51.4% |
| Participant deferral / active EE | $4,193 | $8,216-49.0% | $7,897-46.9% | $6,407-34.5% |
| Admin fee / account holder | $27,948 | $14,344+94.8% | $13,129+112.9% | $12,270+127.8% |