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 | $80,545 | $177,572-54.6% | $154,803-48.0% | $142,382-43.4% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 5.14% | 65.07%-59.9pp | 58.88%-53.7pp | 217.08%-211.9pp |
| Employer contribution / active EE | $2,663 | $4,810-44.6% | $4,305-38.2% | $4,299-38.1% |
| Participant deferral / active EE | $7,448 | $6,272+18.8% | $5,540+34.4% | $6,507+14.5% |
| Admin fee / account holder | $187,500 | $16,786+1017.0% | $14,329+1208.5% | $12,624+1385.3% |