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 | $50,167 | $217,402-76.9% | $185,823-73.0% | $167,490-70.0% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 7.09% | 148.36%-141.3pp | 122.05%-115.0pp | 478.56%-471.5pp |
| Employer contribution / active EE | $3,452 | $5,873-41.2% | $5,167-33.2% | $4,837-28.6% |
| Participant deferral / active EE | $7,060 | $6,356+11.1% | $5,568+26.8% | $6,341+11.3% |
| Admin fee / account holder | $6,957 | $19,811-64.9% | $16,237-57.2% | $12,309-43.5% |