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 | $88,140 | $157,256-44.0% | $141,162-37.6% | $152,861-42.3% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 2.25% | 64.32%-62.1pp | 71.39%-69.1pp | 345.32%-343.1pp |
| Employer contribution / active EE | $2,404 | $5,261-54.3% | $4,735-49.2% | $4,762-49.5% |
| Participant deferral / active EE | $6,265 | $7,109-11.9% | $6,709-6.6% | $5,850+7.1% |
| Admin fee / account holder | $8,726 | $12,120-28.0% | $10,261-15.0% | $11,596-24.8% |