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 | $29,197 | $135,952-78.5% | $123,892-76.4% | $273,961-89.3% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 2.77% | 56.63%-53.9pp | 47.52%-44.7pp | 41.45%-38.7pp |
| Employer contribution / active EE | $3,224 | $5,170-37.6% | $4,617-30.2% | $4,869-33.8% |
| Participant deferral / active EE | $14,082 | $6,343+122.0% | $5,984+135.3% | $5,287+166.3% |
| Admin fee / account holder | $24,137 | $9,817+145.9% | $8,357+188.8% | $10,132+138.2% |