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 | $92,492 | $99,985-7.5% | $146,665-36.9% | $85,850+7.7% |
| Participation rate | 95.0% | 73.1%+21.9pp | 80.1%+14.9pp | 69.3%+25.7pp |
| Annual return | 9.21% | 18.93%-9.7pp | 22.74%-13.5pp | 318.53%-309.3pp |
| Employer contribution / active EE | $943 | $2,559-63.2% | $4,136-77.2% | $2,565-63.3% |
| Participant deferral / active EE | $6,178 | $4,006+54.2% | $5,506+12.2% | $3,952+56.3% |
| Admin fee / account holder | $1,213 | $7,702-84.2% | $10,280-88.2% | $6,260-80.6% |