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 10-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 | $47,408 | $108,919-56.5% | $100,391-52.8% | $145,922-67.5% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 7.17% | 57.88%-50.7pp | 49.20%-42.0pp | 561.29%-554.1pp |
| Employer contribution / active EE | $2,621 | $4,419-40.7% | $3,942-33.5% | $4,660-43.8% |
| Participant deferral / active EE | $4,791 | $8,445-43.3% | $8,082-40.7% | $6,688-28.4% |
| Admin fee / account holder | $4,761 | $9,689-50.9% | $7,899-39.7% | $13,397-64.5% |