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 | $101,829 | $148,534-31.4% | $135,903-25.1% | $139,434-27.0% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 10.39% | 79.19%-68.8pp | 68.23%-57.8pp | 372.94%-362.6pp |
| Employer contribution / active EE | $3,380 | $5,243-35.5% | $4,856-30.4% | $4,751-28.9% |
| Participant deferral / active EE | $6,612 | $8,100-18.4% | $7,758-14.8% | $6,710-1.5% |
| Admin fee / account holder | $18,154 | $12,400+46.4% | $10,762+68.7% | $11,403+59.2% |