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 | $84,241 | $171,865-51.0% | $149,718-43.7% | $147,584-42.9% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 5.07% | 2113.22%-2108.1pp | 1501.63%-1496.6pp | 578.55%-573.5pp |
| Employer contribution / active EE | $2,925 | $6,275-53.4% | $5,445-46.3% | $4,876-40.0% |
| Participant deferral / active EE | $7,812 | $7,271+7.4% | $6,569+18.9% | $5,439+43.6% |
| Admin fee / account holder | $2,783 | $13,799-79.8% | $11,283-75.3% | $10,885-74.4% |