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 | $67,854 | $110,257-38.5% | $96,544-29.7% | $139,434-51.3% |
| Participation rate | 95.5% | 78.1%+17.4pp | 76.0%+19.5pp | 80.3%+15.1pp |
| Annual return | 4.02% | 26.32%-22.3pp | 25.84%-21.8pp | 372.94%-368.9pp |
| Employer contribution / active EE | $1,100 | $3,620-69.6% | $2,965-62.9% | $4,751-76.8% |
| Participant deferral / active EE | $2,081 | $5,548-62.5% | $4,851-57.1% | $6,710-69.0% |
| Admin fee / account holder | $11,365 | $11,591-1.9% | $8,252+37.7% | $11,403-0.3% |