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 5-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 | $57,849 | $148,534-61.1% | $135,903-57.4% | $139,434-58.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 11.42% | 79.19%-67.8pp | 68.23%-56.8pp | 372.94%-361.5pp |
| Employer contribution / active EE | $1,613 | $5,243-69.2% | $4,856-66.8% | $4,751-66.0% |
| Participant deferral / active EE | $4,361 | $8,100-46.2% | $7,758-43.8% | $6,710-35.0% |
| Admin fee / account holder | $12,110 | $12,400-2.3% | $10,762+12.5% | $11,403+6.2% |