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 | $94,263 | $157,256-40.1% | $141,162-33.2% | $152,861-38.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 2.91% | 64.32%-61.4pp | 71.39%-68.5pp | 345.32%-342.4pp |
| Employer contribution / active EE | $2,083 | $5,261-60.4% | $4,735-56.0% | $4,762-56.3% |
| Participant deferral / active EE | $5,177 | $7,109-27.2% | $6,709-22.8% | $5,850-11.5% |
| Admin fee / account holder | $13,632 | $12,120+12.5% | $10,261+32.9% | $11,596+17.6% |