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 | $88,981 | $176,812-49.7% | $146,665-39.3% | $167,490-46.9% |
| Participation rate | 70.0% | 83.6%-13.6pp | 80.1%-10.1pp | 82.1%-12.1pp |
| Annual return | 3.49% | 24.03%-20.5pp | 22.74%-19.3pp | 478.56%-475.1pp |
| Employer contribution / active EE | $2,746 | $5,160-46.8% | $4,136-33.6% | $4,837-43.2% |
| Participant deferral / active EE | $6,138 | $6,440-4.7% | $5,506+11.5% | $6,341-3.2% |
| Admin fee / account holder | $944 | $13,259-92.9% | $10,280-90.8% | $12,309-92.3% |