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 | $46,829 | $148,534-68.5% | $135,903-65.5% | $139,434-66.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 3.32% | 79.19%-75.9pp | 68.23%-64.9pp | 372.94%-369.6pp |
| Employer contribution / active EE | $1,490 | $5,243-71.6% | $4,856-69.3% | $4,751-68.6% |
| Participant deferral / active EE | $3,417 | $8,100-57.8% | $7,758-56.0% | $6,710-49.1% |
| Admin fee / account holder | $165,242 | $12,400+1232.6% | $10,762+1435.4% | $11,403+1349.2% |