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 | $92,191 | $148,534-37.9% | $135,903-32.2% | $139,434-33.9% |
| Participation rate | 73.7% | 83.9%-10.2pp | 81.9%-8.2pp | 80.3%-6.6pp |
| Annual return | 12.07% | 79.19%-67.1pp | 68.23%-56.2pp | 372.94%-360.9pp |
| Employer contribution / active EE | $2,267 | $5,243-56.8% | $4,856-53.3% | $4,751-52.3% |
| Participant deferral / active EE | $5,022 | $8,100-38.0% | $7,758-35.3% | $6,710-25.2% |
| Admin fee / account holder | $14,859 | $12,400+19.8% | $10,762+38.1% | $11,403+30.3% |