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 | $80,829 | $117,983-31.5% | $101,794-20.6% | $142,382-43.2% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.2%+3.5pp | 80.1%-7.4pp |
| Annual return | 9.04% | 36.92%-27.9pp | 30.53%-21.5pp | 217.08%-208.0pp |
| Employer contribution / active EE | $986 | $2,773-64.4% | $2,289-56.9% | $4,299-77.1% |
| Participant deferral / active EE | $8,172 | $4,714+73.4% | $4,084+100.1% | $6,507+25.6% |
| Admin fee / account holder | $4,734 | $10,433-54.6% | $8,777-46.1% | $12,624-62.5% |