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 | $111,606 | $161,352-30.8% | $134,172-16.8% | $137,256-18.7% |
| Participation rate | 91.7% | 78.3%+13.4pp | 72.5%+19.2pp | 80.0%+11.7pp |
| Annual return | 8.45% | 28.72%-20.3pp | 25.30%-16.9pp | 220.34%-211.9pp |
| Employer contribution / active EE | $767 | $4,099-81.3% | $3,420-77.6% | $4,156-81.5% |
| Participant deferral / active EE | $3,069 | $5,552-44.7% | $4,690-34.6% | $6,407-52.1% |
| Admin fee / account holder | $1,883 | $15,028-87.5% | $12,016-84.3% | $12,270-84.7% |