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 5-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 | $35,287 | $114,381-69.1% | $107,525-67.2% | $142,382-75.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 8.57% | 242.71%-234.1pp | 181.32%-172.7pp | 217.08%-208.5pp |
| Employer contribution / active EE | $2,157 | $4,015-46.3% | $3,754-42.5% | $4,299-49.8% |
| Participant deferral / active EE | $6,623 | $5,564+19.0% | $5,116+29.5% | $6,507+1.8% |
| Admin fee / account holder | $17,262 | $9,860+75.1% | $8,919+93.5% | $12,624+36.7% |