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 | $81,489 | $181,894-55.2% | $156,549-47.9% | $273,961-70.3% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 2.52% | 30.74%-28.2pp | 32.23%-29.7pp | 41.45%-38.9pp |
| Employer contribution / active EE | $2,018 | $6,248-67.7% | $5,501-63.3% | $4,869-58.5% |
| Participant deferral / active EE | $4,294 | $5,550-22.6% | $4,871-11.8% | $5,287-18.8% |
| Admin fee / account holder | $466 | $15,559-97.0% | $13,027-96.4% | $10,132-95.4% |