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 | $64,739 | $114,381-43.4% | $107,525-39.8% | $142,382-54.5% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 9.32% | 242.71%-233.4pp | 181.32%-172.0pp | 217.08%-207.8pp |
| Employer contribution / active EE | $8,895 | $4,015+121.6% | $3,754+137.0% | $4,299+106.9% |
| Participant deferral / active EE | $3,465 | $5,564-37.7% | $5,116-32.3% | $6,507-46.8% |
| Admin fee / account holder | $7,505 | $9,860-23.9% | $8,919-15.8% | $12,624-40.5% |