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 | $65,617 | $198,466-66.9% | $170,442-61.5% | $147,584-55.5% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 5.20% | 257.29%-252.1pp | 205.93%-200.7pp | 578.55%-573.3pp |
| Employer contribution / active EE | $1,755 | $6,184-71.6% | $5,433-67.7% | $4,876-64.0% |
| Participant deferral / active EE | $4,035 | $5,629-28.3% | $4,939-18.3% | $5,439-25.8% |
| Admin fee / account holder | $4,018 | $16,852-76.2% | $13,880-71.1% | $10,885-63.1% |