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 | $111,451 | $157,256-29.1% | $141,162-21.0% | $152,861-27.1% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 7.63% | 64.32%-56.7pp | 71.39%-63.8pp | 345.32%-337.7pp |
| Employer contribution / active EE | $2,764 | $5,261-47.5% | $4,735-41.6% | $4,762-42.0% |
| Participant deferral / active EE | $6,985 | $7,109-1.8% | $6,709+4.1% | $5,850+19.4% |
| Admin fee / account holder | $3,732 | $12,120-69.2% | $10,261-63.6% | $11,596-67.8% |