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 | $67,895 | $106,584-36.3% | $101,326-33.0% | $142,382-52.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 11.54% | 36.93%-25.4pp | 36.82%-25.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,940 | $3,956-51.0% | $3,665-47.1% | $4,299-54.9% |
| Participant deferral / active EE | $2,625 | $8,297-68.4% | $7,994-67.2% | $6,507-59.7% |
| Admin fee / account holder | $6,920 | $11,446-39.5% | $11,185-38.1% | $12,624-45.2% |