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 | $95,805 | $179,726-46.7% | $156,263-38.7% | $142,382-32.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 5.48% | 77.86%-72.4pp | 59.47%-54.0pp | 217.08%-211.6pp |
| Employer contribution / active EE | $3,585 | $5,069-29.3% | $4,333-17.3% | $4,299-16.6% |
| Participant deferral / active EE | $8,512 | $6,956+22.4% | $6,158+38.2% | $6,507+30.8% |
| Admin fee / account holder | $3,959 | $17,272-77.1% | $14,255-72.2% | $12,624-68.6% |