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 | $79,965 | $95,416-16.2% | $185,823-57.0% | $85,850-6.9% |
| Participation rate | 85.1% | 68.8%+16.3pp | 81.7%+3.4pp | 69.3%+15.7pp |
| Annual return | 10.05% | 23.59%-13.5pp | 122.05%-112.0pp | 318.53%-308.5pp |
| Employer contribution / active EE | $2,640 | $3,314-20.3% | $5,167-48.9% | $2,565+2.9% |
| Participant deferral / active EE | $6,302 | $3,423+84.1% | $5,568+13.2% | $3,952+59.5% |
| Admin fee / account holder | $2,265 | $7,213-68.6% | $16,237-86.1% | $6,260-63.8% |