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 | $95,806 | $107,334-10.7% | $92,893+3.1% | $152,861-37.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 5.43% | 145.58%-140.1pp | 109.41%-104.0pp | 345.32%-339.9pp |
| Employer contribution / active EE | $1,794 | $4,221-57.5% | $3,653-50.9% | $4,762-62.3% |
| Participant deferral / active EE | $3,809 | $4,845-21.4% | $4,236-10.1% | $5,850-34.9% |
| Admin fee / account holder | $869 | $7,079-87.7% | $5,794-85.0% | $11,596-92.5% |