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 | $90,073 | $107,334-16.1% | $92,893-3.0% | $152,861-41.1% |
| Participation rate | 78.6% | 79.8%-1.2pp | 76.0%+2.6pp | 82.4%-3.9pp |
| Annual return | 11.64% | 145.58%-133.9pp | 109.41%-97.8pp | 345.32%-333.7pp |
| Employer contribution / active EE | $2,619 | $4,221-38.0% | $3,653-28.3% | $4,762-45.0% |
| Participant deferral / active EE | $7,456 | $4,845+53.9% | $4,236+76.0% | $5,850+27.4% |
| Admin fee / account holder | $24,930 | $7,079+252.2% | $5,794+330.3% | $11,596+115.0% |