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 | $118,518 | $175,202-32.4% | $149,673-20.8% | $139,434-15.0% |
| Participation rate | 73.7% | 83.4%-9.7pp | 78.8%-5.1pp | 80.3%-6.6pp |
| Annual return | 8.57% | 166.71%-158.1pp | 134.42%-125.8pp | 372.94%-364.4pp |
| Employer contribution / active EE | $1,542 | $5,474-71.8% | $4,818-68.0% | $4,751-67.6% |
| Participant deferral / active EE | $4,322 | $6,519-33.7% | $5,680-23.9% | $6,710-35.6% |
| Admin fee / account holder | $5,359 | $16,150-66.8% | $13,210-59.4% | $11,403-53.0% |