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 | $92,519 | $183,592-49.6% | $155,567-40.5% | $145,959-36.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 6.08% | 61.24%-55.2pp | 64.74%-58.7pp | 561.95%-555.9pp |
| Employer contribution / active EE | $1,315 | $5,315-75.3% | $4,674-71.9% | $4,661-71.8% |
| Participant deferral / active EE | $2,477 | $6,464-61.7% | $5,628-56.0% | $6,689-63.0% |
| Admin fee / account holder | $2,402 | $19,318-87.6% | $15,916-84.9% | $13,398-82.1% |