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 | $92,980 | $209,832-55.7% | $189,513-50.9% | $167,490-44.5% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 3.55% | 748.27%-744.7pp | 555.15%-551.6pp | 478.56%-475.0pp |
| Employer contribution / active EE | $2,288 | $6,914-66.9% | $6,162-62.9% | $4,837-52.7% |
| Participant deferral / active EE | $6,125 | $8,935-31.4% | $8,221-25.5% | $6,341-3.4% |
| Admin fee / account holder | $621 | $14,293-95.7% | $12,045-94.8% | $12,309-95.0% |