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 | $78,995 | $115,770-31.8% | $101,248-22.0% | $158,922-50.3% |
| Participation rate | 78.3% | 79.4%-1.1pp | 75.8%+2.5pp | 82.0%-3.7pp |
| Annual return | 7.21% | 56.14%-48.9pp | 46.47%-39.3pp | 302.83%-295.6pp |
| Employer contribution / active EE | $891 | $4,175-78.7% | $3,660-75.7% | $4,761-81.3% |
| Participant deferral / active EE | $1,487 | $4,957-70.0% | $4,370-66.0% | $5,982-75.1% |
| Admin fee / account holder | $3,038 | $7,245-58.1% | $5,945-48.9% | $11,246-73.0% |