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 | $96,605 | $140,940-31.5% | $112,229-13.9% | $139,434-30.7% |
| Participation rate | 90.9% | 79.2%+11.7pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 0.59% | 32.71%-32.1pp | 30.20%-29.6pp | 372.94%-372.4pp |
| Employer contribution / active EE | $1,863 | $4,283-56.5% | $3,430-45.7% | $4,751-60.8% |
| Participant deferral / active EE | $3,465 | $5,874-41.0% | $4,798-27.8% | $6,710-48.4% |
| Admin fee / account holder | $13,672 | $9,954+37.3% | $7,748+76.4% | $11,403+19.9% |