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 | $115,685 | $227,553-49.2% | $189,557-39.0% | $167,490-30.9% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.4%+12.5pp | 82.1%+8.8pp |
| Annual return | 5.46% | 78.40%-72.9pp | 64.17%-58.7pp | 478.56%-473.1pp |
| Employer contribution / active EE | $2,276 | $5,316-57.2% | $4,412-48.4% | $4,837-52.9% |
| Participant deferral / active EE | $2,421 | $7,002-65.4% | $6,174-60.8% | $6,341-61.8% |
| Admin fee / account holder | $637 | $11,878-94.6% | $9,807-93.5% | $12,309-94.8% |