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 | $85,386 | $137,414-37.9% | $189,513-54.9% | $85,850-0.5% |
| Participation rate | 90.0% | 84.6%+5.4pp | 87.8%+2.2pp | 69.3%+20.7pp |
| Annual return | 10.93% | 38.14%-27.2pp | 555.15%-544.2pp | 318.53%-307.6pp |
| Employer contribution / active EE | $2,387 | $4,344-45.1% | $6,162-61.3% | $2,565-7.0% |
| Participant deferral / active EE | $3,955 | $6,260-36.8% | $8,221-51.9% | $3,952+0.1% |
| Admin fee / account holder | $897 | $8,630-89.6% | $12,045-92.6% | $6,260-85.7% |