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 | $68,191 | $78,672-13.3% | $109,143-37.5% | $85,850-20.6% |
| Participation rate | 74.2% | 68.3%+5.9pp | 75.9%-1.7pp | 69.3%+4.9pp |
| Annual return | 9.84% | 25.09%-15.2pp | 25.75%-15.9pp | 318.53%-308.7pp |
| Employer contribution / active EE | $5,036 | $2,735+84.2% | $3,722+35.3% | $2,565+96.3% |
| Participant deferral / active EE | $3,484 | $3,467+0.5% | $4,653-25.1% | $3,952-11.8% |
| Admin fee / account holder | $1,399 | $5,469-74.4% | $6,752-79.3% | $6,260-77.7% |