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 | $85,771 | $106,515-19.5% | $96,683-11.3% | $139,434-38.5% |
| Participation rate | 73.9% | 77.8%-3.9pp | 74.3%-0.4pp | 80.3%-6.4pp |
| Annual return | 9.55% | 38.43%-28.9pp | 35.69%-26.1pp | 372.94%-363.4pp |
| Employer contribution / active EE | $3,074 | $4,103-25.1% | $3,737-17.7% | $4,751-35.3% |
| Participant deferral / active EE | $5,708 | $5,454+4.7% | $4,878+17.0% | $6,710-14.9% |
| Admin fee / account holder | $10,068 | $7,877+27.8% | $6,730+49.6% | $11,403-11.7% |