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 | $95,553 | $110,257-13.3% | $96,544-1.0% | $139,434-31.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 4.78% | 26.32%-21.5pp | 25.84%-21.1pp | 372.94%-368.2pp |
| Employer contribution / active EE | $2,209 | $3,620-39.0% | $2,965-25.5% | $4,751-53.5% |
| Participant deferral / active EE | $4,441 | $5,548-20.0% | $4,851-8.5% | $6,710-33.8% |
| Admin fee / account holder | $7,716 | $11,591-33.4% | $8,252-6.5% | $11,403-32.3% |