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 | $80,316 | $80,968-0.8% | $96,544-16.8% | $75,163+6.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 12.27% | 27.06%-14.8pp | 25.84%-13.6pp | 160.62%-148.3pp |
| Employer contribution / active EE | $9,517 | $2,282+317.1% | $2,965+221.0% | $2,670+256.5% |
| Participant deferral / active EE | $3,754 | $3,928-4.4% | $4,851-22.6% | $4,125-9.0% |
| Admin fee / account holder | $24,929 | $6,724+270.7% | $8,252+202.1% | $5,651+341.1% |