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 | $73,713 | $159,901-53.9% | $146,958-49.8% | $145,922-49.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 5.95% | 98.13%-92.2pp | 418.34%-412.4pp | 561.29%-555.3pp |
| Employer contribution / active EE | $2,420 | $5,286-54.2% | $4,933-50.9% | $4,660-48.1% |
| Participant deferral / active EE | $3,968 | $8,428-52.9% | $8,070-50.8% | $6,688-40.7% |
| Admin fee / account holder | $6,083 | $15,044-59.6% | $12,998-53.2% | $13,397-54.6% |