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 | $57,704 | $159,602-63.8% | $150,045-61.5% | $142,382-59.5% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.3%+13.5pp | 80.1%+15.7pp |
| Annual return | 9.53% | 70.24%-60.7pp | 62.55%-53.0pp | 217.08%-207.5pp |
| Employer contribution / active EE | $3,239 | $4,961-34.7% | $4,693-31.0% | $4,299-24.7% |
| Participant deferral / active EE | $8,139 | $8,310-2.1% | $7,997+1.8% | $6,507+25.1% |
| Admin fee / account holder | $25,836 | $14,846+74.0% | $13,435+92.3% | $12,624+104.7% |