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 | $66,769 | $135,952-50.9% | $123,892-46.1% | $273,961-75.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 2.63% | 56.63%-54.0pp | 47.52%-44.9pp | 41.45%-38.8pp |
| Employer contribution / active EE | $2,572 | $5,170-50.2% | $4,617-44.3% | $4,869-47.2% |
| Participant deferral / active EE | $6,309 | $6,343-0.5% | $5,984+5.4% | $5,287+19.3% |
| Admin fee / account holder | $6,884 | $9,817-29.9% | $8,357-17.6% | $10,132-32.1% |