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 | $67,312 | $157,256-57.2% | $141,162-52.3% | $152,861-56.0% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 9.05% | 64.32%-55.3pp | 71.39%-62.3pp | 345.32%-336.3pp |
| Employer contribution / active EE | $2,174 | $5,261-58.7% | $4,735-54.1% | $4,762-54.3% |
| Participant deferral / active EE | $7,867 | $7,109+10.7% | $6,709+17.3% | $5,850+34.5% |
| Admin fee / account holder | $16,310 | $12,120+34.6% | $10,261+58.9% | $11,596+40.6% |