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 | $70,399 | $53,822+30.8% | $75,696-7.0% | $85,850-18.0% |
| Participation rate | 92.0% | 69.1%+22.9pp | 74.8%+17.2pp | 69.3%+22.7pp |
| Annual return | 9.39% | 24.54%-15.2pp | 104.53%-95.1pp | 318.53%-309.1pp |
| Employer contribution / active EE | $2,766 | $2,017+37.2% | $2,743+0.9% | $2,565+7.8% |
| Participant deferral / active EE | $4,711 | $2,895+62.7% | $3,821+23.3% | $3,952+19.2% |
| Admin fee / account holder | $6,371 | $3,343+90.6% | $3,619+76.0% | $6,260+1.8% |