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 | $114,395 | $159,602-28.3% | $150,045-23.8% | $142,382-19.7% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.3%+13.3pp | 80.1%+15.5pp |
| Annual return | 12.34% | 70.24%-57.9pp | 62.55%-50.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,746 | $4,961-64.8% | $4,693-62.8% | $4,299-59.4% |
| Participant deferral / active EE | $5,501 | $8,310-33.8% | $7,997-31.2% | $6,507-15.5% |
| Admin fee / account holder | $1,445 | $14,846-90.3% | $13,435-89.2% | $12,624-88.6% |