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 | $110,231 | $202,318-45.5% | $172,739-36.2% | $152,861-27.9% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 9.12% | 1029.65%-1020.5pp | 802.84%-793.7pp | 345.32%-336.2pp |
| Employer contribution / active EE | $2,362 | $5,856-59.7% | $5,143-54.1% | $4,762-50.4% |
| Participant deferral / active EE | $2,768 | $5,948-53.5% | $5,198-46.7% | $5,850-52.7% |
| Admin fee / account holder | $103,297 | $17,109+503.8% | $13,954+640.3% | $11,596+790.8% |