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 | $102,764 | $157,256-34.7% | $141,162-27.2% | $152,861-32.8% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 13.25% | 64.32%-51.1pp | 71.39%-58.1pp | 345.32%-332.1pp |
| Employer contribution / active EE | $5,557 | $5,261+5.6% | $4,735+17.4% | $4,762+16.7% |
| Participant deferral / active EE | $2,340 | $7,109-67.1% | $6,709-65.1% | $5,850-60.0% |
| Admin fee / account holder | $2,533 | $12,120-79.1% | $10,261-75.3% | $11,596-78.2% |