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 | $50,744 | $214,378-76.3% | $200,582-74.7% | $142,382-64.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 10.51% | 46.41%-35.9pp | 42.33%-31.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,808 | $6,841-73.6% | $6,419-71.8% | $4,299-58.0% |
| Participant deferral / active EE | $3,881 | $9,865-60.7% | $9,331-58.4% | $6,507-40.4% |
| Admin fee / account holder | $40,972 | $17,692+131.6% | $16,305+151.3% | $12,624+224.6% |