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 | $51,216 | $148,534-65.5% | $135,903-62.3% | $139,434-63.3% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 11.69% | 79.19%-67.5pp | 68.23%-56.5pp | 372.94%-361.3pp |
| Employer contribution / active EE | $1,248 | $5,243-76.2% | $4,856-74.3% | $4,751-73.7% |
| Participant deferral / active EE | $2,495 | $8,100-69.2% | $7,758-67.8% | $6,710-62.8% |
| Admin fee / account holder | $870 | $12,400-93.0% | $10,762-91.9% | $11,403-92.4% |