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 | $106,584-14.3% | $101,326-9.9% | $142,382-35.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 11.10% | 36.93%-25.8pp | 36.82%-25.7pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,602 | $3,956-34.2% | $3,665-29.0% | $4,299-39.5% |
| Participant deferral / active EE | $3,101 | $8,297-62.6% | $7,994-61.2% | $6,507-52.4% |
| Admin fee / account holder | $815 | $11,446-92.9% | $11,185-92.7% | $12,624-93.5% |