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 | $96,871 | $73,933+31.0% | $96,683+0.2% | $75,163+28.9% |
| Participation rate | 76.9% | 66.4%+10.5pp | 74.3%+2.6pp | 67.2%+9.7pp |
| Annual return | 8.85% | 26.70%-17.9pp | 35.69%-26.8pp | 160.62%-151.8pp |
| Employer contribution / active EE | $2,460 | $2,928-16.0% | $3,737-34.2% | $2,670-7.9% |
| Participant deferral / active EE | $3,854 | $3,659+5.3% | $4,878-21.0% | $4,125-6.6% |
| Admin fee / account holder | $4,980 | $5,216-4.5% | $6,730-26.0% | $5,651-11.9% |