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 | $73,339 | $172,111-57.4% | $150,298-51.2% | $137,256-46.6% |
| Participation rate | 70.6% | 81.7%-11.1pp | 77.8%-7.2pp | 80.0%-9.4pp |
| Annual return | 2.64% | 69.37%-66.7pp | 62.79%-60.1pp | 220.34%-217.7pp |
| Employer contribution / active EE | $1,573 | $4,636-66.1% | $4,154-62.1% | $4,156-62.2% |
| Participant deferral / active EE | $1,829 | $6,166-70.3% | $5,453-66.5% | $6,407-71.5% |
| Admin fee / account holder | $20,643 | $16,471+25.3% | $14,116+46.2% | $12,270+68.2% |