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 | $64,495 | $74,888-13.9% | $71,209-9.4% | $142,382-54.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 11.11% | 345.14%-334.0pp | 282.51%-271.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $4,458 | $2,854+56.2% | $2,721+63.8% | $4,299+3.7% |
| Participant deferral / active EE | $1,934 | $4,454-56.6% | $4,175-53.7% | $6,507-70.3% |
| Admin fee / account holder | $2,367 | $5,568-57.5% | $5,349-55.8% | $12,624-81.3% |