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 | $69,346 | $198,466-65.1% | $170,442-59.3% | $147,584-53.0% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 4.32% | 257.29%-253.0pp | 205.93%-201.6pp | 578.55%-574.2pp |
| Employer contribution / active EE | $3,069 | $6,184-50.4% | $5,433-43.5% | $4,876-37.1% |
| Participant deferral / active EE | $10,184 | $5,629+80.9% | $4,939+106.2% | $5,439+87.2% |
| Admin fee / account holder | $2,019 | $16,852-88.0% | $13,880-85.5% | $10,885-81.5% |