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 | $144,129 | $198,466-27.4% | $170,442-15.4% | $147,584-2.3% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 8.90% | 257.29%-248.4pp | 205.93%-197.0pp | 578.55%-569.7pp |
| Employer contribution / active EE | $3,818 | $6,184-38.3% | $5,433-29.7% | $4,876-21.7% |
| Participant deferral / active EE | $11,196 | $5,629+98.9% | $4,939+126.7% | $5,439+105.9% |
| Admin fee / account holder | $10,617 | $16,852-37.0% | $13,880-23.5% | $10,885-2.5% |