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 | $86,033 | $214,378-59.9% | $200,582-57.1% | $142,382-39.6% |
| Participation rate | 84.2% | 87.4%-3.2pp | 86.9%-2.7pp | 80.1%+4.1pp |
| Annual return | 9.19% | 46.41%-37.2pp | 42.33%-33.1pp | 217.08%-207.9pp |
| Employer contribution / active EE | $1,815 | $6,841-73.5% | $6,419-71.7% | $4,299-57.8% |
| Participant deferral / active EE | $5,261 | $9,865-46.7% | $9,331-43.6% | $6,507-19.2% |
| Admin fee / account holder | $2,503 | $17,692-85.9% | $16,305-84.6% | $12,624-80.2% |