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 | $58,112 | $71,829-19.1% | $69,780-16.7% | $142,382-59.2% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.3%-4.3pp | 80.1%-5.1pp |
| Annual return | 3.03% | 31.01%-28.0pp | 26.31%-23.3pp | 217.08%-214.0pp |
| Employer contribution / active EE | $6,359 | $4,385+45.0% | $4,168+52.6% | $4,299+47.9% |
| Participant deferral / active EE | $12,389 | $6,819+81.7% | $6,164+101.0% | $6,507+90.4% |
| Admin fee / account holder | $297,135 | $7,818+3700.6% | $7,285+3978.7% | $12,624+2253.8% |