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 | $62,603 | $148,534-57.9% | $135,903-53.9% | $139,434-55.1% |
| Participation rate | 82.6% | 83.9%-1.2pp | 81.9%+0.7pp | 80.3%+2.3pp |
| Annual return | 7.89% | 79.19%-71.3pp | 68.23%-60.3pp | 372.94%-365.1pp |
| Employer contribution / active EE | $3,812 | $5,243-27.3% | $4,856-21.5% | $4,751-19.8% |
| Participant deferral / active EE | $8,262 | $8,100+2.0% | $7,758+6.5% | $6,710+23.1% |
| Admin fee / account holder | $67,637 | $12,400+445.5% | $10,762+528.5% | $11,403+493.2% |