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 | $71,204 | $159,901-55.5% | $146,958-51.5% | $145,922-51.2% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 8.56% | 98.13%-89.6pp | 418.34%-409.8pp | 561.29%-552.7pp |
| Employer contribution / active EE | $2,711 | $5,286-48.7% | $4,933-45.0% | $4,660-41.8% |
| Participant deferral / active EE | $4,831 | $8,428-42.7% | $8,070-40.1% | $6,688-27.8% |
| Admin fee / account holder | $14,584 | $15,044-3.1% | $12,998+12.2% | $13,397+8.9% |