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 | $15,940 | $177,572-91.0% | $154,803-89.7% | $142,382-88.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 10.62% | 65.07%-54.4pp | 58.88%-48.3pp | 217.08%-206.5pp |
| Employer contribution / active EE | $2,191 | $4,810-54.5% | $4,305-49.1% | $4,299-49.0% |
| Participant deferral / active EE | $6,051 | $6,272-3.5% | $5,540+9.2% | $6,507-7.0% |
| Admin fee / account holder | $7,949 | $16,786-52.6% | $14,329-44.5% | $12,624-37.0% |