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 9-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 | $44,729 | $114,381-60.9% | $107,525-58.4% | $142,382-68.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 9.99% | 242.71%-232.7pp | 181.32%-171.3pp | 217.08%-207.1pp |
| Employer contribution / active EE | $2,003 | $4,015-50.1% | $3,754-46.6% | $4,299-53.4% |
| Participant deferral / active EE | $4,093 | $5,564-26.4% | $5,116-20.0% | $6,507-37.1% |
| Admin fee / account holder | $7,466 | $9,860-24.3% | $8,919-16.3% | $12,624-40.9% |