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 | $114,049 | $177,572-35.8% | $154,803-26.3% | $142,382-19.9% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 6.02% | 65.07%-59.0pp | 58.88%-52.9pp | 217.08%-211.1pp |
| Employer contribution / active EE | $2,961 | $4,810-38.4% | $4,305-31.2% | $4,299-31.1% |
| Participant deferral / active EE | $8,232 | $6,272+31.3% | $5,540+48.6% | $6,507+26.5% |
| Admin fee / account holder | $14,188 | $16,786-15.5% | $14,329-1.0% | $12,624+12.4% |