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 | $78,064 | $73,933+5.6% | $96,683-19.3% | $75,163+3.9% |
| Participation rate | 92.3% | 66.4%+25.9pp | 74.3%+18.0pp | 67.2%+25.1pp |
| Annual return | 13.18% | 26.70%-13.5pp | 35.69%-22.5pp | 160.62%-147.4pp |
| Employer contribution / active EE | $4,609 | $2,928+57.4% | $3,737+23.3% | $2,670+72.6% |
| Participant deferral / active EE | $6,928 | $3,659+89.4% | $4,878+42.0% | $4,125+68.0% |
| Admin fee / account holder | $20,576 | $5,216+294.5% | $6,730+205.8% | $5,651+264.1% |