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 | $77,135 | $152,587-49.4% | $125,175-38.4% | $152,861-49.5% |
| Participation rate | 78.3% | 83.3%-5.1pp | 79.8%-1.5pp | 82.4%-4.2pp |
| Annual return | 1.33% | 54.84%-53.5pp | 43.79%-42.5pp | 345.32%-344.0pp |
| Employer contribution / active EE | $2,443 | $4,946-50.6% | $3,865-36.8% | $4,762-48.7% |
| Participant deferral / active EE | $3,806 | $5,868-35.1% | $4,937-22.9% | $5,850-34.9% |
| Admin fee / account holder | $839 | $13,434-93.8% | $9,702-91.4% | $11,596-92.8% |