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 | $77,167 | $77,314-0.2% | $177,989-56.6% | $80,856-4.6% |
| Participation rate | 81.8% | 65.7%+16.1pp | 77.1%+4.7pp | 67.6%+14.2pp |
| Annual return | 9.24% | 18.09%-8.8pp | 294.48%-285.2pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,281 | $2,292-44.1% | $3,949-67.6% | $2,755-53.5% |
| Participant deferral / active EE | $3,964 | $4,411-10.1% | $6,276-36.8% | $4,296-7.7% |
| Admin fee / account holder | $5,054 | $7,191-29.7% | $10,363-51.2% | $6,918-26.9% |