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 | $56,614 | $150,440-62.4% | $136,294-58.5% | $147,584-61.6% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 5.63% | 1049.08%-1043.5pp | 5155.94%-5150.3pp | 578.55%-572.9pp |
| Employer contribution / active EE | $3,410 | $5,256-35.1% | $4,695-27.4% | $4,876-30.1% |
| Participant deferral / active EE | $6,764 | $6,630+2.0% | $6,247+8.3% | $5,439+24.4% |
| Admin fee / account holder | $25,700 | $10,905+135.7% | $9,243+178.0% | $10,885+136.1% |