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 | $113,265 | $165,984-31.8% | $164,813-31.3% | $145,922-22.4% |
| Participation rate | 90.5% | 82.0%+8.5pp | 78.6%+11.9pp | 80.3%+10.2pp |
| Annual return | 8.27% | 100.03%-91.8pp | 69.93%-61.7pp | 561.29%-553.0pp |
| Employer contribution / active EE | $2,275 | $5,273-56.8% | $4,341-47.6% | $4,660-51.2% |
| Participant deferral / active EE | $5,796 | $6,959-16.7% | $6,031-3.9% | $6,688-13.3% |
| Admin fee / account holder | $13,993 | $16,648-15.9% | $12,690+10.3% | $13,397+4.4% |