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 | $65,836 | $127,065-48.2% | $113,168-41.8% | $142,382-53.8% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 8.67% | 24.03%-15.4pp | 24.27%-15.6pp | 217.08%-208.4pp |
| Employer contribution / active EE | $1,930 | $3,442-43.9% | $2,975-35.1% | $4,299-55.1% |
| Participant deferral / active EE | $2,711 | $5,716-52.6% | $5,107-46.9% | $6,507-58.3% |
| Admin fee / account holder | $3,069 | $15,736-80.5% | $12,068-74.6% | $12,624-75.7% |