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 | $130,667 | $179,726-27.3% | $156,263-16.4% | $142,382-8.2% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.9%+9.3pp | 80.1%+8.1pp |
| Annual return | 6.33% | 77.86%-71.5pp | 59.47%-53.1pp | 217.08%-210.7pp |
| Employer contribution / active EE | $1,380 | $5,069-72.8% | $4,333-68.1% | $4,299-67.9% |
| Participant deferral / active EE | $6,721 | $6,956-3.4% | $6,158+9.1% | $6,507+3.3% |
| Admin fee / account holder | $26,695 | $17,272+54.6% | $14,255+87.3% | $12,624+111.5% |