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 | $109,250 | $114,381-4.5% | $107,525+1.6% | $142,382-23.3% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 10.05% | 242.71%-232.7pp | 181.32%-171.3pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,522 | $4,015-62.1% | $3,754-59.4% | $4,299-64.6% |
| Participant deferral / active EE | $7,399 | $5,564+33.0% | $5,116+44.6% | $6,507+13.7% |
| Admin fee / account holder | $14,186 | $9,860+43.9% | $8,919+59.1% | $12,624+12.4% |