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 | $83,687 | $176,812-52.7% | $146,665-42.9% | $167,490-50.0% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 8.35% | 24.03%-15.7pp | 22.74%-14.4pp | 478.56%-470.2pp |
| Employer contribution / active EE | $1,903 | $5,160-63.1% | $4,136-54.0% | $4,837-60.7% |
| Participant deferral / active EE | $9,341 | $6,440+45.1% | $5,506+69.7% | $6,341+47.3% |
| Admin fee / account holder | $3,045 | $13,259-77.0% | $10,280-70.4% | $12,309-75.3% |