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 | $85,096 | $124,319-31.5% | $111,297-23.5% | $167,490-49.2% |
| Participation rate | 71.4% | 79.6%-8.2pp | 77.3%-5.9pp | 82.1%-10.7pp |
| Annual return | 7.79% | 37.44%-29.6pp | 54.65%-46.9pp | 478.56%-470.8pp |
| Employer contribution / active EE | $1,724 | $3,435-49.8% | $2,731-36.9% | $4,837-64.4% |
| Participant deferral / active EE | $7,795 | $5,180+50.5% | $4,487+73.7% | $6,341+22.9% |
| Admin fee / account holder | $24,970 | $10,618+135.2% | $7,964+213.5% | $12,309+102.9% |