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 | $76,706 | $80,968-5.3% | $96,544-20.5% | $75,163+2.1% |
| Participation rate | 90.3% | 71.8%+18.6pp | 76.0%+14.4pp | 67.2%+23.1pp |
| Annual return | 10.91% | 27.06%-16.2pp | 25.84%-14.9pp | 160.62%-149.7pp |
| Employer contribution / active EE | $2,034 | $2,282-10.9% | $2,965-31.4% | $2,670-23.8% |
| Participant deferral / active EE | $2,875 | $3,928-26.8% | $4,851-40.7% | $4,125-30.3% |
| Admin fee / account holder | $4,632 | $6,724-31.1% | $8,252-43.9% | $5,651-18.0% |