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 | $69,624 | $106,515-34.6% | $96,683-28.0% | $139,434-50.1% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 10.79% | 38.43%-27.6pp | 35.69%-24.9pp | 372.94%-362.2pp |
| Employer contribution / active EE | $3,940 | $4,103-4.0% | $3,737+5.4% | $4,751-17.1% |
| Participant deferral / active EE | $6,778 | $5,454+24.3% | $4,878+38.9% | $6,710+1.0% |
| Admin fee / account holder | $29,048 | $7,877+268.8% | $6,730+331.6% | $11,403+154.7% |