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 | $125,788 | $171,865-26.8% | $149,718-16.0% | $147,584-14.8% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 9.08% | 2113.22%-2104.1pp | 1501.63%-1492.5pp | 578.55%-569.5pp |
| Employer contribution / active EE | $1,433 | $6,275-77.2% | $5,445-73.7% | $4,876-70.6% |
| Participant deferral / active EE | $5,730 | $7,271-21.2% | $6,569-12.8% | $5,439+5.4% |
| Admin fee / account holder | $7,425 | $13,799-46.2% | $11,283-34.2% | $10,885-31.8% |