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 | $135,499 | $198,466-31.7% | $170,442-20.5% | $147,584-8.2% |
| Participation rate | 78.6% | 88.0%-9.4pp | 83.6%-5.0pp | 82.8%-4.3pp |
| Annual return | 8.90% | 257.29%-248.4pp | 205.93%-197.0pp | 578.55%-569.6pp |
| Employer contribution / active EE | $3,625 | $6,184-41.4% | $5,433-33.3% | $4,876-25.7% |
| Participant deferral / active EE | $7,266 | $5,629+29.1% | $4,939+47.1% | $5,439+33.6% |
| Admin fee / account holder | $11,758 | $16,852-30.2% | $13,880-15.3% | $10,885+8.0% |