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 7-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 | $68,427 | $157,256-56.5% | $141,162-51.5% | $152,861-55.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 8.40% | 64.32%-55.9pp | 71.39%-63.0pp | 345.32%-336.9pp |
| Employer contribution / active EE | $3,008 | $5,261-42.8% | $4,735-36.5% | $4,762-36.8% |
| Participant deferral / active EE | $5,692 | $7,109-19.9% | $6,709-15.2% | $5,850-2.7% |
| Admin fee / account holder | $2,993 | $12,120-75.3% | $10,261-70.8% | $11,596-74.2% |