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 | $82,838 | $171,865-51.8% | $149,718-44.7% | $147,584-43.9% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 7.02% | 2113.22%-2106.2pp | 1501.63%-1494.6pp | 578.55%-571.5pp |
| Employer contribution / active EE | $1,671 | $6,275-73.4% | $5,445-69.3% | $4,876-65.7% |
| Participant deferral / active EE | $3,539 | $7,271-51.3% | $6,569-46.1% | $5,439-34.9% |
| Admin fee / account holder | $3,911 | $13,799-71.7% | $11,283-65.3% | $10,885-64.1% |