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 | $91,343 | $100,970-9.5% | $96,576-5.4% | $137,256-33.5% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 11.10% | 38.16%-27.1pp | 38.47%-27.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,602 | $3,809-31.7% | $3,553-26.8% | $4,156-37.4% |
| Participant deferral / active EE | $3,101 | $8,286-62.6% | $7,956-61.0% | $6,407-51.6% |
| Admin fee / account holder | $815 | $11,312-92.8% | $11,381-92.8% | $12,270-93.4% |