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 | $78,698 | $152,460-48.4% | $118,746-33.7% | $147,584-46.7% |
| Participation rate | 78.9% | 82.3%-3.3pp | 78.3%+0.7pp | 82.8%-3.9pp |
| Annual return | 4.34% | 17.41%-13.1pp | 24.54%-20.2pp | 578.55%-574.2pp |
| Employer contribution / active EE | $1,706 | $5,046-66.2% | $4,193-59.3% | $4,876-65.0% |
| Participant deferral / active EE | $6,901 | $6,212+11.1% | $5,332+29.4% | $5,439+26.9% |
| Admin fee / account holder | $528 | $16,953-96.9% | $10,720-95.1% | $10,885-95.1% |