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 | $84,136 | $159,602-47.3% | $150,045-43.9% | $142,382-40.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 9.19% | 70.24%-61.0pp | 62.55%-53.4pp | 217.08%-207.9pp |
| Employer contribution / active EE | $1,906 | $4,961-61.6% | $4,693-59.4% | $4,299-55.7% |
| Participant deferral / active EE | $3,201 | $8,310-61.5% | $7,997-60.0% | $6,507-50.8% |
| Admin fee / account holder | $483 | $14,846-96.7% | $13,435-96.4% | $12,624-96.2% |