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 | $81,036 | $217,402-62.7% | $185,823-56.4% | $167,490-51.6% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 1.10% | 148.36%-147.3pp | 122.05%-120.9pp | 478.56%-477.5pp |
| Employer contribution / active EE | $1,285 | $5,873-78.1% | $5,167-75.1% | $4,837-73.4% |
| Participant deferral / active EE | $5,693 | $6,356-10.4% | $5,568+2.2% | $6,341-10.2% |
| Admin fee / account holder | $1,036 | $19,811-94.8% | $16,237-93.6% | $12,309-91.6% |