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 | $77,242 | $86,286-10.5% | $111,297-30.6% | $85,850-10.0% |
| Participation rate | 92.3% | 73.3%+19.0pp | 77.3%+15.0pp | 69.3%+23.0pp |
| Annual return | 10.48% | 19.99%-9.5pp | 54.65%-44.2pp | 318.53%-308.1pp |
| Employer contribution / active EE | $1,595 | $2,043-21.9% | $2,731-41.6% | $2,565-37.8% |
| Participant deferral / active EE | $2,022 | $3,641-44.5% | $4,487-54.9% | $3,952-48.8% |
| Admin fee / account holder | $6,432 | $8,188-21.4% | $7,964-19.2% | $6,260+2.7% |