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 | $50,876 | $202,318-74.9% | $172,739-70.5% | $152,861-66.7% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.4%-9.7pp |
| Annual return | 11.61% | 1029.65%-1018.0pp | 802.84%-791.2pp | 345.32%-333.7pp |
| Employer contribution / active EE | $2,413 | $5,856-58.8% | $5,143-53.1% | $4,762-49.3% |
| Participant deferral / active EE | $3,906 | $5,948-34.3% | $5,198-24.9% | $5,850-33.2% |
| Admin fee / account holder | $19,099 | $17,109+11.6% | $13,954+36.9% | $11,596+64.7% |