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 | $87,118 | $159,901-45.5% | $146,958-40.7% | $145,922-40.3% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 9.03% | 98.13%-89.1pp | 418.34%-409.3pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,330 | $5,286-74.8% | $4,933-73.0% | $4,660-71.5% |
| Participant deferral / active EE | $5,907 | $8,428-29.9% | $8,070-26.8% | $6,688-11.7% |
| Admin fee / account holder | $1,052 | $15,044-93.0% | $12,998-91.9% | $13,397-92.1% |