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 | $46,188 | $165,984-72.2% | $164,813-72.0% | $145,922-68.3% |
| Participation rate | 72.2% | 82.0%-9.8pp | 78.6%-6.4pp | 80.3%-8.1pp |
| Annual return | 8.01% | 100.03%-92.0pp | 69.93%-61.9pp | 561.29%-553.3pp |
| Employer contribution / active EE | $2,134 | $5,273-59.5% | $4,341-50.8% | $4,660-54.2% |
| Participant deferral / active EE | $3,470 | $6,959-50.1% | $6,031-42.5% | $6,688-48.1% |
| Admin fee / account holder | $1,169 | $16,648-93.0% | $12,690-90.8% | $13,397-91.3% |