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 | $83,065 | $99,985-16.9% | $146,665-43.4% | $85,850-3.2% |
| Participation rate | 81.3% | 73.1%+8.2pp | 80.1%+1.2pp | 69.3%+11.9pp |
| Annual return | 8.37% | 18.93%-10.6pp | 22.74%-14.4pp | 318.53%-310.2pp |
| Employer contribution / active EE | $661 | $2,559-74.2% | $4,136-84.0% | $2,565-74.2% |
| Participant deferral / active EE | $2,476 | $4,006-38.2% | $5,506-55.0% | $3,952-37.4% |
| Admin fee / account holder | $4,063 | $7,702-47.2% | $10,280-60.5% | $6,260-35.1% |