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 | $76,118 | $86,286-11.8% | $111,297-31.6% | $85,850-11.3% |
| Participation rate | 97.6% | 73.3%+24.2pp | 77.3%+20.3pp | 69.3%+28.2pp |
| Annual return | 10.32% | 19.99%-9.7pp | 54.65%-44.3pp | 318.53%-308.2pp |
| Employer contribution / active EE | $1,222 | $2,043-40.2% | $2,731-55.2% | $2,565-52.3% |
| Participant deferral / active EE | $3,560 | $3,641-2.2% | $4,487-20.7% | $3,952-9.9% |
| Admin fee / account holder | $15,639 | $8,188+91.0% | $7,964+96.4% | $6,260+149.8% |