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 | $44,864 | $179,726-75.0% | $156,263-71.3% | $142,382-68.5% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 4.94% | 77.86%-72.9pp | 59.47%-54.5pp | 217.08%-212.1pp |
| Employer contribution / active EE | $2,152 | $5,069-57.5% | $4,333-50.3% | $4,299-49.9% |
| Participant deferral / active EE | $5,675 | $6,956-18.4% | $6,158-7.8% | $6,507-12.8% |
| Admin fee / account holder | $42,329 | $17,272+145.1% | $14,255+196.9% | $12,624+235.3% |