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 | $116,696 | $177,572-34.3% | $154,803-24.6% | $142,382-18.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 10.01% | 65.07%-55.1pp | 58.88%-48.9pp | 217.08%-207.1pp |
| Employer contribution / active EE | $2,288 | $4,810-52.4% | $4,305-46.9% | $4,299-46.8% |
| Participant deferral / active EE | $2,331 | $6,272-62.8% | $5,540-57.9% | $6,507-64.2% |
| Admin fee / account holder | $2,813 | $16,786-83.2% | $14,329-80.4% | $12,624-77.7% |