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 | $55,789 | $176,056-68.3% | $159,436-65.0% | $167,490-66.7% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 8.84% | 331.75%-322.9pp | 263.57%-254.7pp | 478.56%-469.7pp |
| Employer contribution / active EE | $1,536 | $5,297-71.0% | $4,829-68.2% | $4,837-68.2% |
| Participant deferral / active EE | $3,714 | $7,750-52.1% | $7,352-49.5% | $6,341-41.4% |
| Admin fee / account holder | $13,991 | $12,554+11.4% | $10,799+29.6% | $12,309+13.7% |