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 | $77,877 | $88,751-12.3% | $81,812-4.8% | $145,922-46.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 7.38% | 1025.40%-1018.0pp | 773.79%-766.4pp | 561.29%-553.9pp |
| Employer contribution / active EE | $1,640 | $3,083-46.8% | $2,912-43.7% | $4,660-64.8% |
| Participant deferral / active EE | $3,055 | $4,643-34.2% | $4,319-29.3% | $6,688-54.3% |
| Admin fee / account holder | $2,014 | $8,415-76.1% | $7,386-72.7% | $13,397-85.0% |