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 | $99,389 | $159,934-37.9% | $147,005-32.4% | $145,959-31.9% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 8.00% | 98.24%-90.2pp | 418.76%-410.8pp | 561.95%-553.9pp |
| Employer contribution / active EE | $2,710 | $5,287-48.7% | $4,934-45.1% | $4,661-41.8% |
| Participant deferral / active EE | $5,454 | $8,427-35.3% | $8,070-32.4% | $6,689-18.5% |
| Admin fee / account holder | $1,385 | $15,053-90.8% | $13,006-89.3% | $13,398-89.7% |