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 | $79,262 | $106,515-25.6% | $96,683-18.0% | $139,434-43.2% |
| Participation rate | 73.9% | 77.8%-3.9pp | 74.3%-0.4pp | 80.3%-6.4pp |
| Annual return | 10.19% | 38.43%-28.2pp | 35.69%-25.5pp | 372.94%-362.8pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,814 | $5,454-11.7% | $4,878-1.3% | $6,710-28.3% |
| Admin fee / account holder | $2,529 | $7,877-67.9% | $6,730-62.4% | $11,403-77.8% |