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 | $87,543 | $105,181-16.8% | $159,436-45.1% | $85,850+2.0% |
| Participation rate | 97.8% | 75.8%+22.1pp | 82.8%+15.0pp | 69.3%+28.5pp |
| Annual return | 12.10% | 45.07%-33.0pp | 263.57%-251.5pp | 318.53%-306.4pp |
| Employer contribution / active EE | $3,764 | $3,318+13.4% | $4,829-22.1% | $2,565+46.8% |
| Participant deferral / active EE | $5,686 | $5,945-4.4% | $7,352-22.7% | $3,952+43.9% |
| Admin fee / account holder | $15,462 | $6,933+123.0% | $10,799+43.2% | $6,260+147.0% |