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 | $100,339 | $214,378-53.2% | $200,582-50.0% | $142,382-29.5% |
| Participation rate | 81.8% | 87.4%-5.6pp | 86.9%-5.1pp | 80.1%+1.7pp |
| Annual return | 9.69% | 46.41%-36.7pp | 42.33%-32.6pp | 217.08%-207.4pp |
| Employer contribution / active EE | $2,241 | $6,841-67.2% | $6,419-65.1% | $4,299-47.9% |
| Participant deferral / active EE | $3,476 | $9,865-64.8% | $9,331-62.7% | $6,507-46.6% |
| Admin fee / account holder | $845 | $17,692-95.2% | $16,305-94.8% | $12,624-93.3% |