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 9-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 | $52,212 | $159,602-67.3% | $150,045-65.2% | $142,382-63.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 10.94% | 70.24%-59.3pp | 62.55%-51.6pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,550 | $4,961-68.8% | $4,693-67.0% | $4,299-63.9% |
| Participant deferral / active EE | $6,004 | $8,310-27.8% | $7,997-24.9% | $6,507-7.7% |
| Admin fee / account holder | $46,288 | $14,846+211.8% | $13,435+244.5% | $12,624+266.7% |