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 | $67,419 | $159,602-57.8% | $150,045-55.1% | $142,382-52.6% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 9.85% | 70.24%-60.4pp | 62.55%-52.7pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,030 | $4,961-79.2% | $4,693-78.1% | $4,299-76.0% |
| Participant deferral / active EE | $3,043 | $8,310-63.4% | $7,997-61.9% | $6,507-53.2% |
| Admin fee / account holder | $53,995 | $14,846+263.7% | $13,435+301.9% | $12,624+327.7% |