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 | $85,894 | $159,602-46.2% | $150,045-42.8% | $142,382-39.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 10.41% | 70.24%-59.8pp | 62.55%-52.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,326 | $4,961-53.1% | $4,693-50.4% | $4,299-45.9% |
| Participant deferral / active EE | $9,765 | $8,310+17.5% | $7,997+22.1% | $6,507+50.1% |
| Admin fee / account holder | $365 | $14,846-97.5% | $13,435-97.3% | $12,624-97.1% |