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 | $102,183 | $159,602-36.0% | $150,045-31.9% | $142,382-28.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 11.02% | 70.24%-59.2pp | 62.55%-51.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $2,043 | $4,961-58.8% | $4,693-56.5% | $4,299-52.5% |
| Participant deferral / active EE | $9,968 | $8,310+19.9% | $7,997+24.6% | $6,507+53.2% |
| Admin fee / account holder | $2,350 | $14,846-84.2% | $13,435-82.5% | $12,624-81.4% |