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 | $60,636 | $115,770-47.6% | $101,248-40.1% | $158,922-61.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 5.61% | 56.14%-50.5pp | 46.47%-40.9pp | 302.83%-297.2pp |
| Employer contribution / active EE | $1,742 | $4,175-58.3% | $3,660-52.4% | $4,761-63.4% |
| Participant deferral / active EE | $4,203 | $4,957-15.2% | $4,370-3.8% | $5,982-29.7% |
| Admin fee / account holder | $13,195 | $7,245+82.1% | $5,945+121.9% | $11,246+17.3% |