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 9-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 | $29,819 | $159,934-81.4% | $147,005-79.7% | $145,959-79.6% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 6.01% | 98.24%-92.2pp | 418.76%-412.8pp | 561.95%-555.9pp |
| Employer contribution / active EE | $2,698 | $5,287-49.0% | $4,934-45.3% | $4,661-42.1% |
| Participant deferral / active EE | $3,959 | $8,427-53.0% | $8,070-50.9% | $6,689-40.8% |
| Admin fee / account holder | $10,551 | $15,053-29.9% | $13,006-18.9% | $13,398-21.3% |