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 | $84,797 | $165,335-48.7% | $149,696-43.4% | $158,922-46.6% |
| Participation rate | 81.0% | 84.6%-3.6pp | 82.5%-1.5pp | 82.0%-1.0pp |
| Annual return | 7.99% | 348.15%-340.2pp | 276.60%-268.6pp | 302.83%-294.8pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,432 | $7,181+3.5% | $6,842+8.6% | $5,982+24.2% |
| Admin fee / account holder | $14,796 | $10,807+36.9% | $9,309+59.0% | $11,246+31.6% |