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 | $65,909 | $105,181-37.3% | $159,436-58.7% | $85,850-23.2% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.8%+13.8pp | 69.3%+27.4pp |
| Annual return | 12.47% | 45.07%-32.6pp | 263.57%-251.1pp | 318.53%-306.1pp |
| Employer contribution / active EE | $2,307 | $3,318-30.5% | $4,829-52.2% | $2,565-10.1% |
| Participant deferral / active EE | $2,726 | $5,945-54.1% | $7,352-62.9% | $3,952-31.0% |
| Admin fee / account holder | $4,124 | $6,933-40.5% | $10,799-61.8% | $6,260-34.1% |