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 | $78,378 | $110,257-28.9% | $96,544-18.8% | $139,434-43.8% |
| Participation rate | 94.1% | 78.1%+16.0pp | 76.0%+18.2pp | 80.3%+13.8pp |
| Annual return | 9.08% | 26.32%-17.2pp | 25.84%-16.8pp | 372.94%-363.9pp |
| Employer contribution / active EE | $882 | $3,620-75.6% | $2,965-70.2% | $4,751-81.4% |
| Participant deferral / active EE | $2,817 | $5,548-49.2% | $4,851-41.9% | $6,710-58.0% |
| Admin fee / account holder | $8,949 | $11,591-22.8% | $8,252+8.4% | $11,403-21.5% |