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 | $110,628 | $154,228-28.3% | $145,433-23.9% | $137,256-19.4% |
| Participation rate | 76.2% | 83.8%-7.6pp | 82.1%-5.9pp | 80.0%-3.8pp |
| Annual return | 7.57% | 74.59%-67.0pp | 66.58%-59.0pp | 220.34%-212.8pp |
| Employer contribution / active EE | $1,620 | $4,804-66.3% | $4,554-64.4% | $4,156-61.0% |
| Participant deferral / active EE | $5,593 | $8,216-31.9% | $7,897-29.2% | $6,407-12.7% |
| Admin fee / account holder | $2,569 | $14,344-82.1% | $13,129-80.4% | $12,270-79.1% |