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 | $67,841 | $183,592-63.0% | $155,567-56.4% | $145,959-53.5% |
| Participation rate | 72.2% | 82.7%-10.5pp | 78.2%-6.0pp | 80.3%-8.1pp |
| Annual return | 7.30% | 61.24%-53.9pp | 64.74%-57.4pp | 561.95%-554.6pp |
| Employer contribution / active EE | $3,554 | $5,315-33.1% | $4,674-24.0% | $4,661-23.7% |
| Participant deferral / active EE | $5,988 | $6,464-7.4% | $5,628+6.4% | $6,689-10.5% |
| Admin fee / account holder | $4,454 | $19,318-76.9% | $15,916-72.0% | $13,398-66.8% |