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 | $85,760 | $157,256-45.5% | $141,162-39.2% | $152,861-43.9% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.4%-1.2pp |
| Annual return | 5.59% | 64.32%-58.7pp | 71.39%-65.8pp | 345.32%-339.7pp |
| Employer contribution / active EE | $2,192 | $5,261-58.3% | $4,735-53.7% | $4,762-54.0% |
| Participant deferral / active EE | $4,327 | $7,109-39.1% | $6,709-35.5% | $5,850-26.0% |
| Admin fee / account holder | $5,784 | $12,120-52.3% | $10,261-43.6% | $11,596-50.1% |