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 | $47,971 | $159,602-69.9% | $150,045-68.0% | $142,382-66.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 4.94% | 70.24%-65.3pp | 62.55%-57.6pp | 217.08%-212.1pp |
| Employer contribution / active EE | $1,344 | $4,961-72.9% | $4,693-71.4% | $4,299-68.7% |
| Participant deferral / active EE | $5,724 | $8,310-31.1% | $7,997-28.4% | $6,507-12.0% |
| Admin fee / account holder | $71,081 | $14,846+378.8% | $13,435+429.1% | $12,624+463.1% |