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 | $90,738 | $106,584-14.9% | $101,326-10.4% | $142,382-36.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 10.91% | 36.93%-26.0pp | 36.82%-25.9pp | 217.08%-206.2pp |
| Employer contribution / active EE | $864 | $3,956-78.2% | $3,665-76.4% | $4,299-79.9% |
| Participant deferral / active EE | $2,642 | $8,297-68.2% | $7,994-66.9% | $6,507-59.4% |
| Admin fee / account holder | $39,109 | $11,446+241.7% | $11,185+249.7% | $12,624+209.8% |