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 | $74,085 | $115,770-36.0% | $101,248-26.8% | $158,922-53.4% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 4.77% | 56.14%-51.4pp | 46.47%-41.7pp | 302.83%-298.1pp |
| Employer contribution / active EE | $2,556 | $4,175-38.8% | $3,660-30.1% | $4,761-46.3% |
| Participant deferral / active EE | $5,532 | $4,957+11.6% | $4,370+26.6% | $5,982-7.5% |
| Admin fee / account holder | $1,262 | $7,245-82.6% | $5,945-78.8% | $11,246-88.8% |