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 | $97,232 | $118,450-17.9% | $98,439-1.2% | $139,434-30.3% |
| Participation rate | 81.8% | 77.4%+4.4pp | 75.2%+6.7pp | 80.3%+1.5pp |
| Annual return | 8.02% | 18.94%-10.9pp | 21.16%-13.1pp | 372.94%-364.9pp |
| Employer contribution / active EE | $1,656 | $3,609-54.1% | $3,048-45.7% | $4,751-65.1% |
| Participant deferral / active EE | $5,165 | $5,392-4.2% | $4,738+9.0% | $6,710-23.0% |
| Admin fee / account holder | $3,917 | $14,026-72.1% | $8,948-56.2% | $11,403-65.6% |