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 | $58,259 | $110,257-47.2% | $96,544-39.7% | $139,434-58.2% |
| Participation rate | 88.2% | 78.1%+10.1pp | 76.0%+12.3pp | 80.3%+7.9pp |
| Annual return | 4.36% | 26.32%-22.0pp | 25.84%-21.5pp | 372.94%-368.6pp |
| Employer contribution / active EE | $1,330 | $3,620-63.3% | $2,965-55.2% | $4,751-72.0% |
| Participant deferral / active EE | $2,325 | $5,548-58.1% | $4,851-52.1% | $6,710-65.4% |
| Admin fee / account holder | $1,762 | $11,591-84.8% | $8,252-78.6% | $11,403-84.5% |