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 | $94,960 | $176,056-46.1% | $159,436-40.4% | $167,490-43.3% |
| Participation rate | 88.2% | 84.9%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 9.56% | 331.75%-322.2pp | 263.57%-254.0pp | 478.56%-469.0pp |
| Employer contribution / active EE | $9,376 | $5,297+77.0% | $4,829+94.1% | $4,837+93.8% |
| Participant deferral / active EE | $7,697 | $7,750-0.7% | $7,352+4.7% | $6,341+21.4% |
| Admin fee / account holder | $4,726 | $12,554-62.4% | $10,799-56.2% | $12,309-61.6% |