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 | $66,719 | $148,534-55.1% | $135,903-50.9% | $139,434-52.1% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 8.56% | 79.19%-70.6pp | 68.23%-59.7pp | 372.94%-364.4pp |
| Employer contribution / active EE | $3,524 | $5,243-32.8% | $4,856-27.4% | $4,751-25.8% |
| Participant deferral / active EE | $8,390 | $8,100+3.6% | $7,758+8.2% | $6,710+25.0% |
| Admin fee / account holder | $32,039 | $12,400+158.4% | $10,762+197.7% | $11,403+181.0% |