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 | $22,056 | $102,966-78.6% | $90,281-75.6% | $152,861-85.6% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.4%-12.4pp |
| Annual return | 5.63% | 95.16%-89.5pp | 78.10%-72.5pp | 345.32%-339.7pp |
| Employer contribution / active EE | $1,161 | $3,139-63.0% | $2,854-59.3% | $4,762-75.6% |
| Participant deferral / active EE | $3,377 | $4,281-21.1% | $3,885-13.1% | $5,850-42.3% |
| Admin fee / account holder | $5,299 | $6,171-14.1% | $5,351-1.0% | $11,596-54.3% |