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 | $128,012 | $202,318-36.7% | $172,739-25.9% | $152,861-16.3% |
| Participation rate | 73.7% | 87.1%-13.4pp | 82.6%-9.0pp | 82.4%-8.8pp |
| Annual return | 12.26% | 1029.65%-1017.4pp | 802.84%-790.6pp | 345.32%-333.1pp |
| Employer contribution / active EE | $2,247 | $5,856-61.6% | $5,143-56.3% | $4,762-52.8% |
| Participant deferral / active EE | $4,882 | $5,948-17.9% | $5,198-6.1% | $5,850-16.6% |
| Admin fee / account holder | $7,713 | $17,109-54.9% | $13,954-44.7% | $11,596-33.5% |