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 | $57,188 | $86,286-33.7% | $111,297-48.6% | $85,850-33.4% |
| Participation rate | 94.4% | 73.3%+21.1pp | 77.3%+17.1pp | 69.3%+25.1pp |
| Annual return | 8.64% | 19.99%-11.3pp | 54.65%-46.0pp | 318.53%-309.9pp |
| Employer contribution / active EE | $2,105 | $2,043+3.0% | $2,731-22.9% | $2,565-18.0% |
| Participant deferral / active EE | $5,224 | $3,641+43.5% | $4,487+16.4% | $3,952+32.2% |
| Admin fee / account holder | $3,385 | $8,188-58.7% | $7,964-57.5% | $6,260-45.9% |