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 | $76,483 | $176,056-56.6% | $159,436-52.0% | $167,490-54.3% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 8.87% | 331.75%-322.9pp | 263.57%-254.7pp | 478.56%-469.7pp |
| Employer contribution / active EE | $3,472 | $5,297-34.5% | $4,829-28.1% | $4,837-28.2% |
| Participant deferral / active EE | $6,179 | $7,750-20.3% | $7,352-16.0% | $6,341-2.6% |
| Admin fee / account holder | $77,347 | $12,554+516.1% | $10,799+616.3% | $12,309+528.4% |