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 | $76,727 | $105,126-27.0% | $94,646-18.9% | $139,434-45.0% |
| Participation rate | 77.8% | 82.4%-4.6pp | 80.8%-3.1pp | 80.3%-2.5pp |
| Annual return | 12.07% | 38.03%-26.0pp | 156.71%-144.6pp | 372.94%-360.9pp |
| Employer contribution / active EE | $3,629 | $4,106-11.6% | $3,672-1.2% | $4,751-23.6% |
| Participant deferral / active EE | $6,531 | $7,599-14.1% | $7,418-12.0% | $6,710-2.7% |
| Admin fee / account holder | $92,024 | $8,984+924.3% | $7,231+1172.7% | $11,403+707.0% |