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 | $57,864 | $159,602-63.7% | $150,045-61.4% | $142,382-59.4% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 12.10% | 70.24%-58.1pp | 62.55%-50.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,118 | $4,961-77.5% | $4,693-76.2% | $4,299-74.0% |
| Participant deferral / active EE | $7,549 | $8,310-9.2% | $7,997-5.6% | $6,507+16.0% |
| Admin fee / account holder | $5,242 | $14,846-64.7% | $13,435-61.0% | $12,624-58.5% |