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 | $96,822 | $201,272-51.9% | $184,203-47.4% | $145,922-33.6% |
| Participation rate | 85.0% | 87.5%-2.5pp | 86.8%-1.8pp | 80.3%+4.7pp |
| Annual return | 6.33% | 29.00%-22.7pp | 28.81%-22.5pp | 561.29%-555.0pp |
| Employer contribution / active EE | $1,512 | $7,022-78.5% | $6,427-76.5% | $4,660-67.6% |
| Participant deferral / active EE | $3,947 | $9,806-59.7% | $9,131-56.8% | $6,688-41.0% |
| Admin fee / account holder | $6,630 | $16,364-59.5% | $13,901-52.3% | $13,397-50.5% |