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 | $51,950 | $176,056-70.5% | $159,436-67.4% | $167,490-69.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.20% | 331.75%-322.5pp | 263.57%-254.4pp | 478.56%-469.4pp |
| Employer contribution / active EE | $1,725 | $5,297-67.4% | $4,829-64.3% | $4,837-64.3% |
| Participant deferral / active EE | $2,666 | $7,750-65.6% | $7,352-63.7% | $6,341-58.0% |
| Admin fee / account holder | $732 | $12,554-94.2% | $10,799-93.2% | $12,309-94.1% |