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 | $29,320 | $157,256-81.4% | $141,162-79.2% | $152,861-80.8% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 5.94% | 64.32%-58.4pp | 71.39%-65.4pp | 345.32%-339.4pp |
| Employer contribution / active EE | $4,549 | $5,261-13.5% | $4,735-3.9% | $4,762-4.5% |
| Participant deferral / active EE | $10,281 | $7,109+44.6% | $6,709+53.2% | $5,850+75.7% |
| Admin fee / account holder | $1,528 | $12,120-87.4% | $10,261-85.1% | $11,596-86.8% |