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 | $92,699 | $179,726-48.4% | $156,263-40.7% | $142,382-34.9% |
| Participation rate | 72.2% | 82.1%-9.9pp | 78.9%-6.7pp | 80.1%-7.9pp |
| Annual return | 10.07% | 77.86%-67.8pp | 59.47%-49.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,885 | $5,069-62.8% | $4,333-56.5% | $4,299-56.2% |
| Participant deferral / active EE | $4,041 | $6,956-41.9% | $6,158-34.4% | $6,507-37.9% |
| Admin fee / account holder | $36,383 | $17,272+110.6% | $14,255+155.2% | $12,624+188.2% |