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 | $40,035 | $109,817-63.5% | $98,442-59.3% | $167,490-76.1% |
| Participation rate | 72.7% | 75.8%-3.1pp | 73.3%-0.6pp | 82.1%-9.4pp |
| Annual return | 8.87% | 1956.69%-1947.8pp | 1492.73%-1483.9pp | 478.56%-469.7pp |
| Employer contribution / active EE | $3,517 | $3,224+9.1% | $2,960+18.8% | $4,837-27.3% |
| Participant deferral / active EE | $3,111 | $4,673-33.4% | $4,276-27.3% | $6,341-50.9% |
| Admin fee / account holder | $2,717 | $6,753-59.8% | $5,949-54.3% | $12,309-77.9% |