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 | $47,089 | $159,901-70.6% | $146,958-68.0% | $145,922-67.7% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 6.10% | 98.13%-92.0pp | 418.34%-412.2pp | 561.29%-555.2pp |
| Employer contribution / active EE | $2,994 | $5,286-43.4% | $4,933-39.3% | $4,660-35.8% |
| Participant deferral / active EE | $6,345 | $8,428-24.7% | $8,070-21.4% | $6,688-5.1% |
| Admin fee / account holder | $2,813 | $15,044-81.3% | $12,998-78.4% | $13,397-79.0% |