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 | $80,949 | $85,766-5.6% | $136,294-40.6% | $70,131+15.4% |
| Participation rate | 78.1% | 74.2%+4.0pp | 81.9%-3.8pp | 69.5%+8.6pp |
| Annual return | 10.75% | 31.45%-20.7pp | 5155.94%-5145.2pp | 73.14%-62.4pp |
| Employer contribution / active EE | $2,044 | $2,966-31.1% | $4,695-56.5% | $2,342-12.7% |
| Participant deferral / active EE | $4,548 | $5,051-10.0% | $6,247-27.2% | $3,332+36.5% |
| Admin fee / account holder | $6,790 | $5,420+25.3% | $9,243-26.5% | $4,645+46.2% |