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 | $37,801 | $176,662-78.6% | $130,648-71.1% | $152,861-75.3% |
| Participation rate | 76.5% | 79.0%-2.5pp | 71.7%+4.7pp | 82.4%-6.0pp |
| Annual return | 4.37% | 2692.24%-2687.9pp | 1708.96%-1704.6pp | 345.32%-340.9pp |
| Employer contribution / active EE | $350 | $5,742-93.9% | $4,092-91.4% | $4,762-92.6% |
| Participant deferral / active EE | $3,101 | $4,361-28.9% | $3,603-13.9% | $5,850-47.0% |
| Admin fee / account holder | $3,925 | $7,133-45.0% | $5,464-28.2% | $11,596-66.2% |