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 | $126,485 | $157,256-19.6% | $141,162-10.4% | $152,861-17.3% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.4%+13.2pp |
| Annual return | 5.57% | 64.32%-58.8pp | 71.39%-65.8pp | 345.32%-339.7pp |
| Employer contribution / active EE | $2,816 | $5,261-46.5% | $4,735-40.5% | $4,762-40.9% |
| Participant deferral / active EE | $7,470 | $7,109+5.1% | $6,709+11.3% | $5,850+27.7% |
| Admin fee / account holder | $7,318 | $12,120-39.6% | $10,261-28.7% | $11,596-36.9% |