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 | $98,339 | $102,317-3.9% | $146,958-33.1% | $80,856+21.6% |
| Participation rate | 73.0% | 75.8%-2.9pp | 82.2%-9.2pp | 67.6%+5.3pp |
| Annual return | 10.83% | 134.76%-123.9pp | 418.34%-407.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,581 | $3,713-30.5% | $4,933-47.7% | $2,755-6.3% |
| Participant deferral / active EE | $6,972 | $6,644+4.9% | $8,070-13.6% | $4,296+62.3% |
| Admin fee / account holder | $1,225 | $7,941-84.6% | $12,998-90.6% | $6,918-82.3% |