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 | $66,259 | $84,233-21.3% | $170,442-61.1% | $70,131-5.5% |
| Participation rate | 85.3% | 70.8%+14.5pp | 83.6%+1.7pp | 69.5%+15.8pp |
| Annual return | 10.49% | 23.06%-12.6pp | 205.93%-195.4pp | 73.14%-62.7pp |
| Employer contribution / active EE | $2,651 | $3,387-21.7% | $5,433-51.2% | $2,342+13.2% |
| Participant deferral / active EE | $1,372 | $3,086-55.5% | $4,939-72.2% | $3,332-58.8% |
| Admin fee / account holder | $11,282 | $5,698+98.0% | $13,880-18.7% | $4,645+142.9% |