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 | $66,271 | $159,901-58.6% | $146,958-54.9% | $145,922-54.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 9.52% | 98.13%-88.6pp | 418.34%-408.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,804 | $5,286-47.0% | $4,933-43.2% | $4,660-39.8% |
| Participant deferral / active EE | $11,376 | $8,428+35.0% | $8,070+41.0% | $6,688+70.1% |
| Admin fee / account holder | $14,736 | $15,044-2.0% | $12,998+13.4% | $13,397+10.0% |