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 | $58,500 | $53,822+8.7% | $75,696-22.7% | $85,850-31.9% |
| Participation rate | 91.7% | 69.1%+22.6pp | 74.8%+16.8pp | 69.3%+22.4pp |
| Annual return | 11.93% | 24.54%-12.6pp | 104.53%-92.6pp | 318.53%-306.6pp |
| Employer contribution / active EE | $2,194 | $2,017+8.8% | $2,743-20.0% | $2,565-14.5% |
| Participant deferral / active EE | $1,500 | $2,895-48.2% | $3,821-60.8% | $3,952-62.0% |
| Admin fee / account holder | $2,692 | $3,343-19.5% | $3,619-25.6% | $6,260-57.0% |