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 | $97,360 | $209,411-53.5% | $178,490-45.5% | $158,922-38.7% |
| Participation rate | 84.2% | 86.3%-2.1pp | 81.9%+2.3pp | 82.0%+2.3pp |
| Annual return | 1.18% | 188.75%-187.6pp | 151.07%-149.9pp | 302.83%-301.6pp |
| Employer contribution / active EE | $2,992 | $5,706-47.6% | $5,011-40.3% | $4,761-37.2% |
| Participant deferral / active EE | $6,086 | $5,954+2.2% | $5,202+17.0% | $5,982+1.7% |
| Admin fee / account holder | $10,013 | $17,074-41.4% | $13,984-28.4% | $11,246-11.0% |