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 | $84,109 | $209,832-59.9% | $189,513-55.6% | $167,490-49.8% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 8.12% | 748.27%-740.1pp | 555.15%-547.0pp | 478.56%-470.4pp |
| Employer contribution / active EE | $4,756 | $6,914-31.2% | $6,162-22.8% | $4,837-1.7% |
| Participant deferral / active EE | $4,846 | $8,935-45.8% | $8,221-41.0% | $6,341-23.6% |
| Admin fee / account holder | $6,497 | $14,293-54.5% | $12,045-46.1% | $12,309-47.2% |