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 | $93,243 | $183,963-49.3% | $162,163-42.5% | $152,861-39.0% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 6.36% | 150.76%-144.4pp | 115.59%-109.2pp | 345.32%-339.0pp |
| Employer contribution / active EE | $3,056 | $6,371-52.0% | $5,614-45.6% | $4,762-35.8% |
| Participant deferral / active EE | $3,739 | $8,034-53.5% | $7,298-48.8% | $5,850-36.1% |
| Admin fee / account holder | $1,920 | $13,121-85.4% | $10,843-82.3% | $11,596-83.4% |