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 | $75,861 | $202,318-62.5% | $172,739-56.1% | $152,861-50.4% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 6.27% | 1029.65%-1023.4pp | 802.84%-796.6pp | 345.32%-339.1pp |
| Employer contribution / active EE | $1,538 | $5,856-73.7% | $5,143-70.1% | $4,762-67.7% |
| Participant deferral / active EE | $3,412 | $5,948-42.6% | $5,198-34.3% | $5,850-41.7% |
| Admin fee / account holder | $6,933 | $17,109-59.5% | $13,954-50.3% | $11,596-40.2% |