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 | $57,643 | $106,515-45.9% | $96,683-40.4% | $139,434-58.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 9.83% | 38.43%-28.6pp | 35.69%-25.9pp | 372.94%-363.1pp |
| Employer contribution / active EE | $2,126 | $4,103-48.2% | $3,737-43.1% | $4,751-55.3% |
| Participant deferral / active EE | $4,025 | $5,454-26.2% | $4,878-17.5% | $6,710-40.0% |
| Admin fee / account holder | $8,748 | $7,877+11.1% | $6,730+30.0% | $11,403-23.3% |