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 | $88,231 | $124,319-29.0% | $111,297-20.7% | $167,490-47.3% |
| Participation rate | 93.8% | 79.6%+14.1pp | 77.3%+16.4pp | 82.1%+11.6pp |
| Annual return | 6.57% | 37.44%-30.9pp | 54.65%-48.1pp | 478.56%-472.0pp |
| Employer contribution / active EE | $938 | $3,435-72.7% | $2,731-65.7% | $4,837-80.6% |
| Participant deferral / active EE | $2,268 | $5,180-56.2% | $4,487-49.5% | $6,341-64.2% |
| Admin fee / account holder | $1,147 | $10,618-89.2% | $7,964-85.6% | $12,309-90.7% |