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 | $114,629 | $156,846-26.9% | $121,098-5.3% | $139,434-17.8% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 7.46% | 1474.56%-1467.1pp | 985.75%-978.3pp | 372.94%-365.5pp |
| Employer contribution / active EE | $1,157 | $5,536-79.1% | $4,164-72.2% | $4,751-75.6% |
| Participant deferral / active EE | $1,417 | $4,844-70.7% | $4,080-65.3% | $6,710-78.9% |
| Admin fee / account holder | $3,288 | $6,946-52.7% | $5,644-41.8% | $11,403-71.2% |