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 | $96,783 | $175,202-44.8% | $149,673-35.3% | $139,434-30.6% |
| Participation rate | 78.3% | 83.4%-5.1pp | 78.8%-0.5pp | 80.3%-2.1pp |
| Annual return | 9.44% | 166.71%-157.3pp | 134.42%-125.0pp | 372.94%-363.5pp |
| Employer contribution / active EE | $2,092 | $5,474-61.8% | $4,818-56.6% | $4,751-56.0% |
| Participant deferral / active EE | $7,291 | $6,519+11.8% | $5,680+28.4% | $6,710+8.7% |
| Admin fee / account holder | $3,427 | $16,150-78.8% | $13,210-74.1% | $11,403-69.9% |