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 | $45,423 | $175,202-74.1% | $149,673-69.7% | $139,434-67.4% |
| Participation rate | 73.7% | 83.4%-9.7pp | 78.8%-5.1pp | 80.3%-6.6pp |
| Annual return | 8.17% | 166.71%-158.5pp | 134.42%-126.2pp | 372.94%-364.8pp |
| Employer contribution / active EE | $1,184 | $5,474-78.4% | $4,818-75.4% | $4,751-75.1% |
| Participant deferral / active EE | $2,203 | $6,519-66.2% | $5,680-61.2% | $6,710-67.2% |
| Admin fee / account holder | $20,351 | $16,150+26.0% | $13,210+54.1% | $11,403+78.5% |