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 | $103,274 | $148,534-30.5% | $135,903-24.0% | $139,434-25.9% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 6.06% | 79.19%-73.1pp | 68.23%-62.2pp | 372.94%-366.9pp |
| Employer contribution / active EE | $3,459 | $5,243-34.0% | $4,856-28.8% | $4,751-27.2% |
| Participant deferral / active EE | $6,126 | $8,100-24.4% | $7,758-21.0% | $6,710-8.7% |
| Admin fee / account holder | $721 | $12,400-94.2% | $10,762-93.3% | $11,403-93.7% |