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 | $58,077 | $197,591-70.6% | $177,821-67.3% | $158,922-63.5% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 5.56% | 58.76%-53.2pp | 48.32%-42.8pp | 302.83%-297.3pp |
| Employer contribution / active EE | $1,763 | $6,697-73.7% | $5,918-70.2% | $4,761-63.0% |
| Participant deferral / active EE | $5,083 | $8,405-39.5% | $7,714-34.1% | $5,982-15.0% |
| Admin fee / account holder | $51,082 | $15,399+231.7% | $12,427+311.0% | $11,246+354.2% |