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 | $117,263 | $118,680-1.2% | $98,907+18.6% | $158,922-26.2% |
| Participation rate | 77.8% | 77.8%0pp | 76.0%+1.8pp | 82.0%-4.2pp |
| Annual return | 2.53% | 372.35%-369.8pp | 196.43%-193.9pp | 302.83%-300.3pp |
| Employer contribution / active EE | $941 | $3,333-71.8% | $2,689-65.0% | $4,761-80.2% |
| Participant deferral / active EE | $3,660 | $5,088-28.1% | $4,244-13.8% | $5,982-38.8% |
| Admin fee / account holder | $2,332 | $10,131-77.0% | $6,642-64.9% | $11,246-79.3% |