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 | $85,532 | $183,519-53.4% | $155,509-45.0% | $145,922-41.4% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 8.51% | 61.17%-52.7pp | 64.67%-56.2pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,415 | $5,313-73.4% | $4,672-69.7% | $4,660-69.6% |
| Participant deferral / active EE | $4,669 | $6,462-27.8% | $5,626-17.0% | $6,688-30.2% |
| Admin fee / account holder | $12,189 | $19,313-36.9% | $15,912-23.4% | $13,397-9.0% |