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 | $42,885 | $150,440-71.5% | $136,294-68.5% | $147,584-70.9% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 10.19% | 1049.08%-1038.9pp | 5155.94%-5145.7pp | 578.55%-568.4pp |
| Employer contribution / active EE | $1,673 | $5,256-68.2% | $4,695-64.4% | $4,876-65.7% |
| Participant deferral / active EE | $7,513 | $6,630+13.3% | $6,247+20.3% | $5,439+38.1% |
| Admin fee / account holder | $18,848 | $10,905+72.8% | $9,243+103.9% | $10,885+73.2% |