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 | $103,873 | $217,402-52.2% | $185,823-44.1% | $167,490-38.0% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 3.77% | 148.36%-144.6pp | 122.05%-118.3pp | 478.56%-474.8pp |
| Employer contribution / active EE | $1,991 | $5,873-66.1% | $5,167-61.5% | $4,837-58.8% |
| Participant deferral / active EE | $3,769 | $6,356-40.7% | $5,568-32.3% | $6,341-40.6% |
| Admin fee / account holder | $15,909 | $19,811-19.7% | $16,237-2.0% | $12,309+29.2% |