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 | $83,192 | $111,754-25.6% | $103,333-19.5% | $145,922-43.0% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 8.72% | 24.77%-16.0pp | 24.88%-16.2pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,752 | $4,212-58.4% | $3,868-54.7% | $4,660-62.4% |
| Participant deferral / active EE | $6,462 | $5,619+15.0% | $5,057+27.8% | $6,688-3.4% |
| Admin fee / account holder | $6,826 | $9,750-30.0% | $8,355-18.3% | $13,397-49.1% |