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 | $49,857 | $165,335-69.8% | $149,696-66.7% | $158,922-68.6% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 0.53% | 348.15%-347.6pp | 276.60%-276.1pp | 302.83%-302.3pp |
| Employer contribution / active EE | $1,990 | $5,103-61.0% | $4,644-57.1% | $4,761-58.2% |
| Participant deferral / active EE | $6,425 | $7,181-10.5% | $6,842-6.1% | $5,982+7.4% |
| Admin fee / account holder | $931 | $10,807-91.4% | $9,309-90.0% | $11,246-91.7% |