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 | $73,096 | $79,944-8.6% | $98,439-25.7% | $75,163-2.8% |
| Participation rate | 92.9% | 70.4%+22.5pp | 75.2%+17.7pp | 67.2%+25.7pp |
| Annual return | 10.36% | 19.75%-9.4pp | 21.16%-10.8pp | 160.62%-150.3pp |
| Employer contribution / active EE | $2,987 | $2,264+31.9% | $3,048-2.0% | $2,670+11.9% |
| Participant deferral / active EE | $5,338 | $3,752+42.3% | $4,738+12.7% | $4,125+29.4% |
| Admin fee / account holder | $23,066 | $6,840+237.2% | $8,948+157.8% | $5,651+308.2% |