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 | $87,102 | $183,519-52.5% | $155,509-44.0% | $145,922-40.3% |
| Participation rate | 76.2% | 82.7%-6.5pp | 78.2%-2.0pp | 80.3%-4.1pp |
| Annual return | 2.69% | 61.17%-58.5pp | 64.67%-62.0pp | 561.29%-558.6pp |
| Employer contribution / active EE | $2,552 | $5,313-52.0% | $4,672-45.4% | $4,660-45.2% |
| Participant deferral / active EE | $5,677 | $6,462-12.2% | $5,626+0.9% | $6,688-15.1% |
| Admin fee / account holder | $3,598 | $19,313-81.4% | $15,912-77.4% | $13,397-73.1% |