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 | $71,206 | $201,272-64.6% | $184,203-61.3% | $145,922-51.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 8.76% | 29.00%-20.2pp | 28.81%-20.0pp | 561.29%-552.5pp |
| Employer contribution / active EE | $11,823 | $7,022+68.4% | $6,427+84.0% | $4,660+153.7% |
| Participant deferral / active EE | $12,914 | $9,806+31.7% | $9,131+41.4% | $6,688+93.1% |
| Admin fee / account holder | $12,350 | $16,364-24.5% | $13,901-11.2% | $13,397-7.8% |