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 | $40,359 | $159,901-74.8% | $146,958-72.5% | $145,922-72.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 8.65% | 98.13%-89.5pp | 418.34%-409.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $3,401 | $5,286-35.7% | $4,933-31.1% | $4,660-27.0% |
| Participant deferral / active EE | $7,290 | $8,428-13.5% | $8,070-9.7% | $6,688+9.0% |
| Admin fee / account holder | $17,657 | $15,044+17.4% | $12,998+35.8% | $13,397+31.8% |