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 | $63,491 | $159,901-60.3% | $146,958-56.8% | $145,922-56.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 5.24% | 98.13%-92.9pp | 418.34%-413.1pp | 561.29%-556.0pp |
| Employer contribution / active EE | $2,007 | $5,286-62.0% | $4,933-59.3% | $4,660-56.9% |
| Participant deferral / active EE | $6,611 | $8,428-21.6% | $8,070-18.1% | $6,688-1.1% |
| Admin fee / account holder | $1,665 | $15,044-88.9% | $12,998-87.2% | $13,397-87.6% |