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 | $75,200 | $110,257-31.8% | $96,544-22.1% | $139,434-46.1% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 7.64% | 26.32%-18.7pp | 25.84%-18.2pp | 372.94%-365.3pp |
| Employer contribution / active EE | $2,455 | $3,620-32.2% | $2,965-17.2% | $4,751-48.3% |
| Participant deferral / active EE | $2,939 | $5,548-47.0% | $4,851-39.4% | $6,710-56.2% |
| Admin fee / account holder | $5,821 | $11,591-49.8% | $8,252-29.5% | $11,403-48.9% |