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 | $47,725 | $183,963-74.1% | $162,163-70.6% | $152,861-68.8% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.4%-11.0pp |
| Annual return | 4.05% | 150.76%-146.7pp | 115.59%-111.5pp | 345.32%-341.3pp |
| Employer contribution / active EE | $1,529 | $6,371-76.0% | $5,614-72.8% | $4,762-67.9% |
| Participant deferral / active EE | $4,020 | $8,034-50.0% | $7,298-44.9% | $5,850-31.3% |
| Admin fee / account holder | $126,127 | $13,121+861.2% | $10,843+1063.3% | $11,596+987.6% |