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 | $128,209 | $183,963-30.3% | $162,163-20.9% | $152,861-16.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 12.63% | 150.76%-138.1pp | 115.59%-103.0pp | 345.32%-332.7pp |
| Employer contribution / active EE | $2,762 | $6,371-56.6% | $5,614-50.8% | $4,762-42.0% |
| Participant deferral / active EE | $4,406 | $8,034-45.2% | $7,298-39.6% | $5,850-24.7% |
| Admin fee / account holder | $3,174 | $13,121-75.8% | $10,843-70.7% | $11,596-72.6% |