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 8-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 | $65,222 | $159,602-59.1% | $150,045-56.5% | $142,382-54.2% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 7.56% | 70.24%-62.7pp | 62.55%-55.0pp | 217.08%-209.5pp |
| Employer contribution / active EE | $1,476 | $4,961-70.2% | $4,693-68.5% | $4,299-65.7% |
| Participant deferral / active EE | $3,429 | $8,310-58.7% | $7,997-57.1% | $6,507-47.3% |
| Admin fee / account holder | $9,317 | $14,846-37.2% | $13,435-30.7% | $12,624-26.2% |