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 6-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 | $62,282 | $179,726-65.3% | $156,263-60.1% | $142,382-56.3% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.9%-8.9pp | 80.1%-10.1pp |
| Annual return | 10.09% | 77.86%-67.8pp | 59.47%-49.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $2,546 | $5,069-49.8% | $4,333-41.2% | $4,299-40.8% |
| Participant deferral / active EE | $7,369 | $6,956+5.9% | $6,158+19.7% | $6,507+13.2% |
| Admin fee / account holder | $34,380 | $17,272+99.0% | $14,255+141.2% | $12,624+172.3% |