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 | $47,393 | $148,534-68.1% | $135,903-65.1% | $139,434-66.0% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 8.02% | 79.19%-71.2pp | 68.23%-60.2pp | 372.94%-364.9pp |
| Employer contribution / active EE | $1,923 | $5,243-63.3% | $4,856-60.4% | $4,751-59.5% |
| Participant deferral / active EE | $4,777 | $8,100-41.0% | $7,758-38.4% | $6,710-28.8% |
| Admin fee / account holder | $3,872 | $12,400-68.8% | $10,762-64.0% | $11,403-66.0% |