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 | $68,425 | $198,466-65.5% | $170,442-59.9% | $147,584-53.6% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 6.44% | 257.29%-250.9pp | 205.93%-199.5pp | 578.55%-572.1pp |
| Employer contribution / active EE | $2,546 | $6,184-58.8% | $5,433-53.1% | $4,876-47.8% |
| Participant deferral / active EE | $5,186 | $5,629-7.9% | $4,939+5.0% | $5,439-4.6% |
| Admin fee / account holder | $1,881 | $16,852-88.8% | $13,880-86.4% | $10,885-82.7% |