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 | $78,483 | $100,970-22.3% | $96,576-18.7% | $137,256-42.8% |
| Participation rate | 78.6% | 82.6%-4.0pp | 81.4%-2.9pp | 80.0%-1.4pp |
| Annual return | 11.88% | 38.16%-26.3pp | 38.47%-26.6pp | 220.34%-208.5pp |
| Employer contribution / active EE | $321 | $3,809-91.6% | $3,553-91.0% | $4,156-92.3% |
| Participant deferral / active EE | $2,648 | $8,286-68.1% | $7,956-66.7% | $6,407-58.7% |
| Admin fee / account holder | $5,993 | $11,312-47.0% | $11,381-47.3% | $12,270-51.2% |