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 | $140,339 | $201,272-30.3% | $184,203-23.8% | $145,922-3.8% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 9.22% | 29.00%-19.8pp | 28.81%-19.6pp | 561.29%-552.1pp |
| Employer contribution / active EE | $5,353 | $7,022-23.8% | $6,427-16.7% | $4,660+14.9% |
| Participant deferral / active EE | $12,653 | $9,806+29.0% | $9,131+38.6% | $6,688+89.2% |
| Admin fee / account holder | $25,314 | $16,364+54.7% | $13,901+82.1% | $13,397+89.0% |