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 | $94,386 | $179,726-47.5% | $156,263-39.6% | $142,382-33.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 9.13% | 77.86%-68.7pp | 59.47%-50.3pp | 217.08%-207.9pp |
| Employer contribution / active EE | $1,611 | $5,069-68.2% | $4,333-62.8% | $4,299-62.5% |
| Participant deferral / active EE | $5,675 | $6,956-18.4% | $6,158-7.8% | $6,507-12.8% |
| Admin fee / account holder | $70,467 | $17,272+308.0% | $14,255+394.3% | $12,624+458.2% |