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 | $67,709 | $148,534-54.4% | $135,903-50.2% | $139,434-51.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 4.98% | 79.19%-74.2pp | 68.23%-63.3pp | 372.94%-368.0pp |
| Employer contribution / active EE | $1,578 | $5,243-69.9% | $4,856-67.5% | $4,751-66.8% |
| Participant deferral / active EE | $11,706 | $8,100+44.5% | $7,758+50.9% | $6,710+74.5% |
| Admin fee / account holder | $4,377 | $12,400-64.7% | $10,762-59.3% | $11,403-61.6% |