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 | $84,135 | $176,056-52.2% | $159,436-47.2% | $167,490-49.8% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 7.35% | 331.75%-324.4pp | 263.57%-256.2pp | 478.56%-471.2pp |
| Employer contribution / active EE | $1,559 | $5,297-70.6% | $4,829-67.7% | $4,837-67.8% |
| Participant deferral / active EE | $3,200 | $7,750-58.7% | $7,352-56.5% | $6,341-49.5% |
| Admin fee / account holder | $3,790 | $12,554-69.8% | $10,799-64.9% | $12,309-69.2% |