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 | $78,089 | $114,381-31.7% | $107,525-27.4% | $142,382-45.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.51% | 242.71%-233.2pp | 181.32%-171.8pp | 217.08%-207.6pp |
| Employer contribution / active EE | $2,520 | $4,015-37.2% | $3,754-32.9% | $4,299-41.4% |
| Participant deferral / active EE | $5,656 | $5,564+1.6% | $5,116+10.6% | $6,507-13.1% |
| Admin fee / account holder | $10,141 | $9,860+2.9% | $8,919+13.7% | $12,624-19.7% |