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 | $84,218 | $163,101-48.4% | $136,749-38.4% | $142,382-40.9% |
| Participation rate | 81.3% | 78.2%+3.0pp | 72.1%+9.1pp | 80.1%+1.1pp |
| Annual return | 6.39% | 27.54%-21.2pp | 24.33%-17.9pp | 217.08%-210.7pp |
| Employer contribution / active EE | $946 | $4,117-77.0% | $3,400-72.2% | $4,299-78.0% |
| Participant deferral / active EE | $4,381 | $5,585-21.6% | $4,692-6.6% | $6,507-32.7% |
| Admin fee / account holder | $81,865 | $14,318+471.7% | $11,386+619.0% | $12,624+548.5% |