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 | $39,766 | $159,901-75.1% | $146,958-72.9% | $145,922-72.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 4.89% | 98.13%-93.2pp | 418.34%-413.5pp | 561.29%-556.4pp |
| Employer contribution / active EE | $2,571 | $5,286-51.4% | $4,933-47.9% | $4,660-44.8% |
| Participant deferral / active EE | $2,733 | $8,428-67.6% | $8,070-66.1% | $6,688-59.1% |
| Admin fee / account holder | $50,389 | $15,044+235.0% | $12,998+287.7% | $13,397+276.1% |