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 | $38,797 | $102,966-62.3% | $90,281-57.0% | $152,861-74.6% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.4%-9.7pp |
| Annual return | 3.70% | 95.16%-91.5pp | 78.10%-74.4pp | 345.32%-341.6pp |
| Employer contribution / active EE | $1,361 | $3,139-56.6% | $2,854-52.3% | $4,762-71.4% |
| Participant deferral / active EE | $4,435 | $4,281+3.6% | $3,885+14.1% | $5,850-24.2% |
| Admin fee / account holder | $11,627 | $6,171+88.4% | $5,351+117.3% | $11,596+0.3% |