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 | $84,314 | $95,416-11.6% | $185,823-54.6% | $85,850-1.8% |
| Participation rate | 92.0% | 68.8%+23.2pp | 81.7%+10.3pp | 69.3%+22.7pp |
| Annual return | 11.00% | 23.59%-12.6pp | 122.05%-111.0pp | 318.53%-307.5pp |
| Employer contribution / active EE | $2,445 | $3,314-26.2% | $5,167-52.7% | $2,565-4.7% |
| Participant deferral / active EE | $4,499 | $3,423+31.4% | $5,568-19.2% | $3,952+13.8% |
| Admin fee / account holder | $10,902 | $7,213+51.1% | $16,237-32.9% | $6,260+74.2% |