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 | $92,268 | $106,515-13.4% | $96,683-4.6% | $139,434-33.8% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.3%+20.9pp | 80.3%+14.9pp |
| Annual return | 10.04% | 38.43%-28.4pp | 35.69%-25.7pp | 372.94%-362.9pp |
| Employer contribution / active EE | $2,063 | $4,103-49.7% | $3,737-44.8% | $4,751-56.6% |
| Participant deferral / active EE | $4,001 | $5,454-26.6% | $4,878-18.0% | $6,710-40.4% |
| Admin fee / account holder | $1,069 | $7,877-86.4% | $6,730-84.1% | $11,403-90.6% |