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 | $59,434 | $183,963-67.7% | $162,163-63.3% | $152,861-61.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 8.83% | 150.76%-141.9pp | 115.59%-106.8pp | 345.32%-336.5pp |
| Employer contribution / active EE | $3,365 | $6,371-47.2% | $5,614-40.1% | $4,762-29.3% |
| Participant deferral / active EE | $16,102 | $8,034+100.4% | $7,298+120.6% | $5,850+175.2% |
| Admin fee / account holder | $15,593 | $13,121+18.8% | $10,843+43.8% | $11,596+34.5% |