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 | $59,269 | $201,272-70.6% | $184,203-67.8% | $145,922-59.4% |
| Participation rate | 95.8% | 87.5%+8.3pp | 86.8%+9.0pp | 80.3%+15.6pp |
| Annual return | 7.89% | 29.00%-21.1pp | 28.81%-20.9pp | 561.29%-553.4pp |
| Employer contribution / active EE | $4,803 | $7,022-31.6% | $6,427-25.3% | $4,660+3.1% |
| Participant deferral / active EE | $4,345 | $9,806-55.7% | $9,131-52.4% | $6,688-35.0% |
| Admin fee / account holder | $753 | $16,364-95.4% | $13,901-94.6% | $13,397-94.4% |