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 | $138,420 | $198,466-30.3% | $170,442-18.8% | $147,584-6.2% |
| Participation rate | 94.1% | 88.0%+6.2pp | 83.6%+10.5pp | 82.8%+11.3pp |
| Annual return | 8.78% | 257.29%-248.5pp | 205.93%-197.2pp | 578.55%-569.8pp |
| Employer contribution / active EE | $2,059 | $6,184-66.7% | $5,433-62.1% | $4,876-57.8% |
| Participant deferral / active EE | $6,057 | $5,629+7.6% | $4,939+22.6% | $5,439+11.4% |
| Admin fee / account holder | $24,949 | $16,852+48.0% | $13,880+79.7% | $10,885+129.2% |