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 | $67,726 | $65,365+3.6% | $92,893-27.1% | $72,985-7.2% |
| Participation rate | 98.5% | 68.3%+30.1pp | 76.0%+22.5pp | 69.5%+29.0pp |
| Annual return | 15.75% | 42.10%-26.4pp | 109.41%-93.7pp | 81.00%-65.3pp |
| Employer contribution / active EE | $2,515 | $2,594-3.1% | $3,653-31.2% | $2,440+3.1% |
| Participant deferral / active EE | $5,007 | $3,128+60.1% | $4,236+18.2% | $3,607+38.8% |
| Admin fee / account holder | $19,804 | $4,251+365.8% | $5,794+241.8% | $5,124+286.5% |