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 | $61,427 | $159,901-61.6% | $146,958-58.2% | $145,922-57.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 9.17% | 98.13%-89.0pp | 418.34%-409.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,536 | $5,286-70.9% | $4,933-68.9% | $4,660-67.0% |
| Participant deferral / active EE | $2,739 | $8,428-67.5% | $8,070-66.1% | $6,688-59.0% |
| Admin fee / account holder | $31,474 | $15,044+109.2% | $12,998+142.1% | $13,397+134.9% |