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 | $77,061 | $95,453-19.3% | $112,040-31.2% | $82,448-6.5% |
| Participation rate | 94.8% | 72.8%+22.1pp | 76.5%+18.3pp | 68.1%+26.8pp |
| Annual return | 12.12% | 23.92%-11.8pp | 24.52%-12.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $2,798 | $2,318+20.7% | $2,954-5.3% | $2,551+9.7% |
| Participant deferral / active EE | $4,924 | $4,224+16.6% | $5,098-3.4% | $4,139+19.0% |
| Admin fee / account holder | $3,934 | $9,013-56.3% | $12,098-67.5% | $7,234-45.6% |