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 | $31,475 | $159,602-80.3% | $150,045-79.0% | $142,382-77.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 4.70% | 70.24%-65.5pp | 62.55%-57.8pp | 217.08%-212.4pp |
| Employer contribution / active EE | $2,197 | $4,961-55.7% | $4,693-53.2% | $4,299-48.9% |
| Participant deferral / active EE | $5,489 | $8,310-33.9% | $7,997-31.4% | $6,507-15.6% |
| Admin fee / account holder | $21,303 | $14,846+43.5% | $13,435+58.6% | $12,624+68.8% |