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 | $71,804 | $114,381-37.2% | $107,525-33.2% | $142,382-49.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 5.96% | 242.71%-236.7pp | 181.32%-175.4pp | 217.08%-211.1pp |
| Employer contribution / active EE | $1,439 | $4,015-64.2% | $3,754-61.7% | $4,299-66.5% |
| Participant deferral / active EE | $2,709 | $5,564-51.3% | $5,116-47.0% | $6,507-58.4% |
| Admin fee / account holder | $8,469 | $9,860-14.1% | $8,919-5.0% | $12,624-32.9% |