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 | $93,789 | $214,378-56.3% | $200,582-53.2% | $142,382-34.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 10.76% | 46.41%-35.7pp | 42.33%-31.6pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,402 | $6,841-79.5% | $6,419-78.2% | $4,299-67.4% |
| Participant deferral / active EE | $3,283 | $9,865-66.7% | $9,331-64.8% | $6,507-49.5% |
| Admin fee / account holder | $700 | $17,692-96.0% | $16,305-95.7% | $12,624-94.5% |