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 | $88,975 | $159,602-44.3% | $150,045-40.7% | $142,382-37.5% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.3%-5.9pp | 80.1%-3.6pp |
| Annual return | 11.90% | 70.24%-58.3pp | 62.55%-50.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,823 | $4,961-43.1% | $4,693-39.8% | $4,299-34.3% |
| Participant deferral / active EE | $10,501 | $8,310+26.4% | $7,997+31.3% | $6,507+61.4% |
| Admin fee / account holder | $8,641 | $14,846-41.8% | $13,435-35.7% | $12,624-31.5% |