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 | $91,197 | $157,256-42.0% | $141,162-35.4% | $152,861-40.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 3.87% | 64.32%-60.5pp | 71.39%-67.5pp | 345.32%-341.4pp |
| Employer contribution / active EE | $3,820 | $5,261-27.4% | $4,735-19.3% | $4,762-19.8% |
| Participant deferral / active EE | $3,304 | $7,109-53.5% | $6,709-50.7% | $5,850-43.5% |
| Admin fee / account holder | $2,639 | $12,120-78.2% | $10,261-74.3% | $11,596-77.2% |