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 | $121,368 | $202,318-40.0% | $172,739-29.7% | $152,861-20.6% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 5.34% | 1029.65%-1024.3pp | 802.84%-797.5pp | 345.32%-340.0pp |
| Employer contribution / active EE | $1,538 | $5,856-73.7% | $5,143-70.1% | $4,762-67.7% |
| Participant deferral / active EE | $4,889 | $5,948-17.8% | $5,198-5.9% | $5,850-16.4% |
| Admin fee / account holder | $11,101 | $17,109-35.1% | $13,954-20.4% | $11,596-4.3% |