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 | $92,306 | $100,041-7.7% | $149,718-38.3% | $70,131+31.6% |
| Participation rate | 94.3% | 83.6%+10.7pp | 87.1%+7.2pp | 69.5%+24.7pp |
| Annual return | 10.54% | 27.43%-16.9pp | 1501.63%-1491.1pp | 73.14%-62.6pp |
| Employer contribution / active EE | $2,191 | $3,662-40.2% | $5,445-59.8% | $2,342-6.5% |
| Participant deferral / active EE | $3,189 | $4,983-36.0% | $6,569-51.4% | $3,332-4.3% |
| Admin fee / account holder | $452 | $8,286-94.5% | $11,283-96.0% | $4,645-90.3% |