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 | $67,512 | $202,318-66.6% | $172,739-60.9% | $152,861-55.8% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 12.26% | 1029.65%-1017.4pp | 802.84%-790.6pp | 345.32%-333.1pp |
| Employer contribution / active EE | $1,971 | $5,856-66.3% | $5,143-61.7% | $4,762-58.6% |
| Participant deferral / active EE | $3,088 | $5,948-48.1% | $5,198-40.6% | $5,850-47.2% |
| Admin fee / account holder | $24,297 | $17,109+42.0% | $13,954+74.1% | $11,596+109.5% |