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 | $114,588 | $179,726-36.2% | $156,263-26.7% | $142,382-19.5% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.9%+2.3pp | 80.1%+1.1pp |
| Annual return | 4.16% | 77.86%-73.7pp | 59.47%-55.3pp | 217.08%-212.9pp |
| Employer contribution / active EE | $1,385 | $5,069-72.7% | $4,333-68.0% | $4,299-67.8% |
| Participant deferral / active EE | $3,220 | $6,956-53.7% | $6,158-47.7% | $6,507-50.5% |
| Admin fee / account holder | $1,290 | $17,272-92.5% | $14,255-90.9% | $12,624-89.8% |