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 | $103,354 | $209,411-50.6% | $178,490-42.1% | $158,922-35.0% |
| Participation rate | 76.5% | 86.3%-9.9pp | 81.9%-5.5pp | 82.0%-5.5pp |
| Annual return | 2.88% | 188.75%-185.9pp | 151.07%-148.2pp | 302.83%-299.9pp |
| Employer contribution / active EE | $1,711 | $5,706-70.0% | $5,011-65.9% | $4,761-64.1% |
| Participant deferral / active EE | $4,713 | $5,954-20.8% | $5,202-9.4% | $5,982-21.2% |
| Admin fee / account holder | $19,784 | $17,074+15.9% | $13,984+41.5% | $11,246+75.9% |