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 | $131,280 | $177,572-26.1% | $154,803-15.2% | $142,382-7.8% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 10.57% | 65.07%-54.5pp | 58.88%-48.3pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,808 | $4,810-62.4% | $4,305-58.0% | $4,299-57.9% |
| Participant deferral / active EE | $4,934 | $6,272-21.3% | $5,540-11.0% | $6,507-24.2% |
| Admin fee / account holder | $4,001 | $16,786-76.2% | $14,329-72.1% | $12,624-68.3% |