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 | $51,614 | $202,318-74.5% | $172,739-70.1% | $152,861-66.2% |
| Participation rate | 81.0% | 87.1%-6.1pp | 82.6%-1.7pp | 82.4%-1.5pp |
| Annual return | 2.84% | 1029.65%-1026.8pp | 802.84%-800.0pp | 345.32%-342.5pp |
| Employer contribution / active EE | $1,537 | $5,856-73.8% | $5,143-70.1% | $4,762-67.7% |
| Participant deferral / active EE | $3,865 | $5,948-35.0% | $5,198-25.6% | $5,850-33.9% |
| Admin fee / account holder | $4,226 | $17,109-75.3% | $13,954-69.7% | $11,596-63.6% |