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 | $61,964 | $183,592-66.2% | $155,567-60.2% | $145,959-57.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 6.53% | 61.24%-54.7pp | 64.74%-58.2pp | 561.95%-555.4pp |
| Employer contribution / active EE | $1,731 | $5,315-67.4% | $4,674-63.0% | $4,661-62.9% |
| Participant deferral / active EE | $4,482 | $6,464-30.7% | $5,628-20.4% | $6,689-33.0% |
| Admin fee / account holder | $12,658 | $19,318-34.5% | $15,916-20.5% | $13,398-5.5% |