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 | $69,894 | $118,450-41.0% | $98,439-29.0% | $139,434-49.9% |
| Participation rate | 88.9% | 77.4%+11.5pp | 75.2%+13.7pp | 80.3%+8.6pp |
| Annual return | 8.12% | 18.94%-10.8pp | 21.16%-13.0pp | 372.94%-364.8pp |
| Employer contribution / active EE | $2,361 | $3,609-34.6% | $3,048-22.5% | $4,751-50.3% |
| Participant deferral / active EE | $2,835 | $5,392-47.4% | $4,738-40.2% | $6,710-57.7% |
| Admin fee / account holder | $2,280 | $14,026-83.7% | $8,948-74.5% | $11,403-80.0% |