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 | $83,618 | $183,519-54.4% | $155,509-46.2% | $145,922-42.7% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 5.74% | 61.17%-55.4pp | 64.67%-58.9pp | 561.29%-555.5pp |
| Employer contribution / active EE | $2,328 | $5,313-56.2% | $4,672-50.2% | $4,660-50.0% |
| Participant deferral / active EE | $7,438 | $6,462+15.1% | $5,626+32.2% | $6,688+11.2% |
| Admin fee / account holder | $14,150 | $19,313-26.7% | $15,912-11.1% | $13,397+5.6% |