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 | $57,735 | $159,901-63.9% | $146,958-60.7% | $145,922-60.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 5.83% | 98.13%-92.3pp | 418.34%-412.5pp | 561.29%-555.5pp |
| Employer contribution / active EE | $2,714 | $5,286-48.7% | $4,933-45.0% | $4,660-41.7% |
| Participant deferral / active EE | $10,652 | $8,428+26.4% | $8,070+32.0% | $6,688+59.3% |
| Admin fee / account holder | $38,479 | $15,044+155.8% | $12,998+196.0% | $13,397+187.2% |