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 | $31,044 | $115,770-73.2% | $101,248-69.3% | $158,922-80.5% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 5.38% | 56.14%-50.8pp | 46.47%-41.1pp | 302.83%-297.4pp |
| Employer contribution / active EE | $1,338 | $4,175-68.0% | $3,660-63.4% | $4,761-71.9% |
| Participant deferral / active EE | $1,973 | $4,957-60.2% | $4,370-54.8% | $5,982-67.0% |
| Admin fee / account holder | $2,856 | $7,245-60.6% | $5,945-52.0% | $11,246-74.6% |