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 | $83,349 | $110,257-24.4% | $96,544-13.7% | $139,434-40.2% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 3.57% | 26.32%-22.7pp | 25.84%-22.3pp | 372.94%-369.4pp |
| Employer contribution / active EE | $1,434 | $3,620-60.4% | $2,965-51.6% | $4,751-69.8% |
| Participant deferral / active EE | $2,931 | $5,548-47.2% | $4,851-39.6% | $6,710-56.3% |
| Admin fee / account holder | $14,750 | $11,591+27.3% | $8,252+78.7% | $11,403+29.4% |