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 | $21,295 | $107,334-80.2% | $92,893-77.1% | $152,861-86.1% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 4.57% | 145.58%-141.0pp | 109.41%-104.8pp | 345.32%-340.7pp |
| Employer contribution / active EE | $2,423 | $4,221-42.6% | $3,653-33.7% | $4,762-49.1% |
| Participant deferral / active EE | $8,560 | $4,845+76.7% | $4,236+102.1% | $5,850+46.3% |
| Admin fee / account holder | $65,060 | $7,079+819.0% | $5,794+1022.9% | $11,596+461.0% |