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 | $41,878 | $106,584-60.7% | $101,326-58.7% | $142,382-70.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 12.09% | 36.93%-24.8pp | 36.82%-24.7pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,208 | $3,956-69.5% | $3,665-67.0% | $4,299-71.9% |
| Participant deferral / active EE | $2,522 | $8,297-69.6% | $7,994-68.4% | $6,507-61.2% |
| Admin fee / account holder | $11,970 | $11,446+4.6% | $11,185+7.0% | $12,624-5.2% |