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 | $65,377 | $159,901-59.1% | $146,958-55.5% | $145,922-55.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.93% | 98.13%-90.2pp | 418.34%-410.4pp | 561.29%-553.4pp |
| Employer contribution / active EE | $2,487 | $5,286-53.0% | $4,933-49.6% | $4,660-46.6% |
| Participant deferral / active EE | $7,864 | $8,428-6.7% | $8,070-2.6% | $6,688+17.6% |
| Admin fee / account holder | $1,961 | $15,044-87.0% | $12,998-84.9% | $13,397-85.4% |