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 | $30,067 | $74,888-59.9% | $71,209-57.8% | $142,382-78.9% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 12.17% | 345.14%-333.0pp | 282.51%-270.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,647 | $2,854-42.3% | $2,721-39.5% | $4,299-61.7% |
| Participant deferral / active EE | $1,532 | $4,454-65.6% | $4,175-63.3% | $6,507-76.5% |
| Admin fee / account holder | $1,857 | $5,568-66.6% | $5,349-65.3% | $12,624-85.3% |