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 | $58,117 | $148,534-60.9% | $135,903-57.2% | $139,434-58.3% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 11.51% | 79.19%-67.7pp | 68.23%-56.7pp | 372.94%-361.4pp |
| Employer contribution / active EE | $1,519 | $5,243-71.0% | $4,856-68.7% | $4,751-68.0% |
| Participant deferral / active EE | $6,797 | $8,100-16.1% | $7,758-12.4% | $6,710+1.3% |
| Admin fee / account holder | $36,270 | $12,400+192.5% | $10,762+237.0% | $11,403+218.1% |