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 | $85,032 | $106,515-20.2% | $96,683-12.1% | $139,434-39.0% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 8.42% | 38.43%-30.0pp | 35.69%-27.3pp | 372.94%-364.5pp |
| Employer contribution / active EE | $3,767 | $4,103-8.2% | $3,737+0.8% | $4,751-20.7% |
| Participant deferral / active EE | $7,755 | $5,454+42.2% | $4,878+59.0% | $6,710+15.6% |
| Admin fee / account holder | $42,759 | $7,877+442.8% | $6,730+535.4% | $11,403+275.0% |