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 | $109,236 | $165,984-34.2% | $164,813-33.7% | $145,922-25.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 5.89% | 100.03%-94.1pp | 69.93%-64.0pp | 561.29%-555.4pp |
| Employer contribution / active EE | $2,813 | $5,273-46.7% | $4,341-35.2% | $4,660-39.6% |
| Participant deferral / active EE | $4,107 | $6,959-41.0% | $6,031-31.9% | $6,688-38.6% |
| Admin fee / account holder | $3,083 | $16,648-81.5% | $12,690-75.7% | $13,397-77.0% |