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 | $80,196 | $58,208+37.8% | $81,812-2.0% | $80,856-0.8% |
| Participation rate | 89.7% | 63.4%+26.2pp | 72.3%+17.3pp | 67.6%+22.0pp |
| Annual return | 9.62% | 41.66%-32.0pp | 773.79%-764.2pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,725 | $2,340+16.5% | $2,912-6.4% | $2,755-1.1% |
| Participant deferral / active EE | $1,554 | $3,281-52.6% | $4,319-64.0% | $4,296-63.8% |
| Admin fee / account holder | $6,920 | $4,981+38.9% | $7,386-6.3% | $6,9180% |