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 | $34,842 | $177,572-80.4% | $154,803-77.5% | $142,382-75.5% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.1%+0.9pp | 80.1%-1.2pp |
| Annual return | 9.87% | 65.07%-55.2pp | 58.88%-49.0pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,495 | $4,810-68.9% | $4,305-65.3% | $4,299-65.2% |
| Participant deferral / active EE | $1,998 | $6,272-68.1% | $5,540-63.9% | $6,507-69.3% |
| Admin fee / account holder | $1,383 | $16,786-91.8% | $14,329-90.4% | $12,624-89.0% |