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 | $29,714 | $105,998-72.0% | $92,233-67.8% | $147,584-79.9% |
| Participation rate | 73.7% | 80.4%-6.7pp | 76.5%-2.8pp | 82.8%-9.1pp |
| Annual return | 7.11% | 50.05%-42.9pp | 176.28%-169.2pp | 578.55%-571.4pp |
| Employer contribution / active EE | $717 | $4,333-83.4% | $3,679-80.5% | $4,876-85.3% |
| Participant deferral / active EE | $1,579 | $4,478-64.7% | $3,897-59.5% | $5,439-71.0% |
| Admin fee / account holder | $6,209 | $6,332-1.9% | $5,194+19.6% | $10,885-43.0% |