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 | $76,562 | $102,317-25.2% | $146,958-47.9% | $80,856-5.3% |
| Participation rate | 70.4% | 75.8%-5.5pp | 82.2%-11.8pp | 67.6%+2.7pp |
| Annual return | 10.60% | 134.76%-124.2pp | 418.34%-407.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,476 | $3,713-60.2% | $4,933-70.1% | $2,755-46.4% |
| Participant deferral / active EE | $3,361 | $6,644-49.4% | $8,070-58.4% | $4,296-21.8% |
| Admin fee / account holder | $1,876 | $7,941-76.4% | $12,998-85.6% | $6,918-72.9% |