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 | $40,393 | $127,065-68.2% | $113,168-64.3% | $142,382-71.6% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 8.35% | 24.03%-15.7pp | 24.27%-15.9pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,154 | $3,442-66.5% | $2,975-61.2% | $4,299-73.2% |
| Participant deferral / active EE | $3,243 | $5,716-43.3% | $5,107-36.5% | $6,507-50.2% |
| Admin fee / account holder | $16,143 | $15,736+2.6% | $12,068+33.8% | $12,624+27.9% |