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 | $91,884 | $95,803-4.1% | $113,168-18.8% | $84,808+8.3% |
| Participation rate | 80.0% | 72.9%+7.1pp | 76.6%+3.4pp | 68.3%+11.7pp |
| Annual return | 9.30% | 25.00%-15.7pp | 24.27%-15.0pp | 40.90%-31.6pp |
| Employer contribution / active EE | $1,308 | $2,360-44.6% | $2,975-56.0% | $2,631-50.3% |
| Participant deferral / active EE | $3,738 | $4,242-11.9% | $5,107-26.8% | $4,212-11.2% |
| Admin fee / account holder | $3,966 | $8,989-55.9% | $12,068-67.1% | $7,344-46.0% |