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 | $79,061 | $185,822-57.5% | $169,993-53.5% | $139,434-43.3% |
| Participation rate | 70.8% | 87.8%-16.9pp | 87.0%-16.2pp | 80.3%-9.5pp |
| Annual return | 2.28% | 60.50%-58.2pp | 53.37%-51.1pp | 372.94%-370.7pp |
| Employer contribution / active EE | $1,717 | $7,590-77.4% | $6,785-74.7% | $4,751-63.9% |
| Participant deferral / active EE | $3,434 | $11,622-70.5% | $10,408-67.0% | $6,710-48.8% |
| Admin fee / account holder | $11,353 | $15,381-26.2% | $12,815-11.4% | $11,403-0.4% |