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 | $63,354 | $124,185-49.0% | $108,410-41.6% | $167,490-62.2% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 9.46% | 1379.64%-1370.2pp | 905.27%-895.8pp | 478.56%-469.1pp |
| Employer contribution / active EE | $2,079 | $4,187-50.3% | $3,558-41.6% | $4,837-57.0% |
| Participant deferral / active EE | $4,808 | $6,908-30.4% | $6,563-26.7% | $6,341-24.2% |
| Admin fee / account holder | $1,951 | $9,455-79.4% | $7,295-73.3% | $12,309-84.2% |