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 | $49,570 | $214,378-76.9% | $200,582-75.3% | $142,382-65.2% |
| Participation rate | 95.2% | 87.4%+7.8pp | 86.9%+8.4pp | 80.1%+15.1pp |
| Annual return | 7.91% | 46.41%-38.5pp | 42.33%-34.4pp | 217.08%-209.2pp |
| Employer contribution / active EE | $1,955 | $6,841-71.4% | $6,419-69.5% | $4,299-54.5% |
| Participant deferral / active EE | $3,370 | $9,865-65.8% | $9,331-63.9% | $6,507-48.2% |
| Admin fee / account holder | $3,601 | $17,692-79.6% | $16,305-77.9% | $12,624-71.5% |