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 | $58,665 | $198,466-70.4% | $170,442-65.6% | $147,584-60.2% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 3.60% | 257.29%-253.7pp | 205.93%-202.3pp | 578.55%-574.9pp |
| Employer contribution / active EE | $2,729 | $6,184-55.9% | $5,433-49.8% | $4,876-44.0% |
| Participant deferral / active EE | $3,001 | $5,629-46.7% | $4,939-39.3% | $5,439-44.8% |
| Admin fee / account holder | $4,185 | $16,852-75.2% | $13,880-69.9% | $10,885-61.6% |