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 | $52,149 | $112,096-53.5% | $95,952-45.7% | $158,922-67.2% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 5.45% | 171.09%-165.6pp | 91.61%-86.2pp | 302.83%-297.4pp |
| Employer contribution / active EE | $1,207 | $3,198-62.3% | $2,541-52.5% | $4,761-74.7% |
| Participant deferral / active EE | $2,561 | $4,784-46.5% | $4,167-38.5% | $5,982-57.2% |
| Admin fee / account holder | $1,969 | $10,130-80.6% | $6,795-71.0% | $11,246-82.5% |