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 5-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 | $80,488 | $159,901-49.7% | $146,958-45.2% | $145,922-44.8% |
| Participation rate | 70.8% | 84.0%-13.2pp | 82.2%-11.3pp | 80.3%-9.4pp |
| Annual return | 8.80% | 98.13%-89.3pp | 418.34%-409.5pp | 561.29%-552.5pp |
| Employer contribution / active EE | $2,494 | $5,286-52.8% | $4,933-49.4% | $4,660-46.5% |
| Participant deferral / active EE | $4,988 | $8,428-40.8% | $8,070-38.2% | $6,688-25.4% |
| Admin fee / account holder | $16,219 | $15,044+7.8% | $12,998+24.8% | $13,397+21.1% |