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 | $76,864 | $78,705-2.3% | $117,854-34.8% | $70,131+9.6% |
| Participation rate | 90.5% | 73.2%+17.3pp | 79.7%+10.9pp | 69.5%+21.0pp |
| Annual return | 10.68% | 23.30%-12.6pp | 335.08%-324.4pp | 73.14%-62.5pp |
| Employer contribution / active EE | $2,783 | $2,223+25.2% | $3,786-26.5% | $2,342+18.8% |
| Participant deferral / active EE | $3,028 | $3,297-8.2% | $4,482-32.4% | $3,332-9.1% |
| Admin fee / account holder | $46,561 | $5,065+819.2% | $8,020+480.6% | $4,645+902.3% |