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 | $58,576 | $166,020-64.7% | $164,866-64.5% | $145,959-59.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 8.39% | 100.08%-91.7pp | 69.97%-61.6pp | 561.95%-553.6pp |
| Employer contribution / active EE | $4,586 | $5,275-13.1% | $4,343+5.6% | $4,661-1.6% |
| Participant deferral / active EE | $12,225 | $6,961+75.6% | $6,033+102.6% | $6,689+82.8% |
| Admin fee / account holder | $21,056 | $16,644+26.5% | $12,689+65.9% | $13,398+57.2% |