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 9-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 | $88,273 | $159,602-44.7% | $150,045-41.2% | $142,382-38.0% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 11.81% | 70.24%-58.4pp | 62.55%-50.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,041 | $4,961-58.8% | $4,693-56.5% | $4,299-52.5% |
| Participant deferral / active EE | $5,071 | $8,310-39.0% | $7,997-36.6% | $6,507-22.1% |
| Admin fee / account holder | $1,737 | $14,846-88.3% | $13,435-87.1% | $12,624-86.2% |