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 | $56,705 | $159,901-64.5% | $146,958-61.4% | $145,922-61.1% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.2%-11.6pp | 80.3%-9.7pp |
| Annual return | 8.31% | 98.13%-89.8pp | 418.34%-410.0pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,909 | $5,286-63.9% | $4,933-61.3% | $4,660-59.0% |
| Participant deferral / active EE | $8,803 | $8,428+4.4% | $8,070+9.1% | $6,688+31.6% |
| Admin fee / account holder | $18,738 | $15,044+24.6% | $12,998+44.2% | $13,397+39.9% |