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 | $99,264 | $175,202-43.3% | $149,673-33.7% | $139,434-28.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 4.89% | 166.71%-161.8pp | 134.42%-129.5pp | 372.94%-368.1pp |
| Employer contribution / active EE | $5,000 | $5,474-8.7% | $4,818+3.8% | $4,751+5.2% |
| Participant deferral / active EE | $4,396 | $6,519-32.6% | $5,680-22.6% | $6,710-34.5% |
| Admin fee / account holder | $28,779 | $16,150+78.2% | $13,210+117.9% | $11,403+152.4% |