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 | $81,516 | $89,355-8.8% | $141,162-42.3% | $72,985+11.7% |
| Participation rate | 90.2% | 75.1%+15.1pp | 82.5%+7.8pp | 69.5%+20.8pp |
| Annual return | 16.94% | 111.85%-94.9pp | 71.39%-54.5pp | 81.00%-64.1pp |
| Employer contribution / active EE | $3,242 | $3,114+4.1% | $4,735-31.5% | $2,440+32.9% |
| Participant deferral / active EE | $4,041 | $5,418-25.4% | $6,709-39.8% | $3,607+12.0% |
| Admin fee / account holder | $6,457 | $5,958+8.4% | $10,261-37.1% | $5,124+26.0% |