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 | $91,848 | $155,788-41.0% | $124,672-26.3% | $167,490-45.2% |
| Participation rate | 75.0% | 81.1%-6.1pp | 74.6%+0.4pp | 82.1%-7.1pp |
| Annual return | 8.35% | 17.97%-9.6pp | 5142.93%-5134.6pp | 478.56%-470.2pp |
| Employer contribution / active EE | $1,912 | $4,163-54.1% | $3,324-42.5% | $4,837-60.5% |
| Participant deferral / active EE | $3,176 | $5,673-44.0% | $4,614-31.2% | $6,341-49.9% |
| Admin fee / account holder | $1,583 | $9,531-83.4% | $7,493-78.9% | $12,309-87.1% |