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 | $115,480 | $183,519-37.1% | $155,509-25.7% | $145,922-20.9% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 7.12% | 61.17%-54.0pp | 64.67%-57.5pp | 561.29%-554.2pp |
| Employer contribution / active EE | $1,090 | $5,313-79.5% | $4,672-76.7% | $4,660-76.6% |
| Participant deferral / active EE | $8,952 | $6,462+38.5% | $5,626+59.1% | $6,688+33.9% |
| Admin fee / account holder | $448 | $19,313-97.7% | $15,912-97.2% | $13,397-96.7% |