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 7-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 | $27,364 | $159,901-82.9% | $146,958-81.4% | $145,922-81.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.84% | 98.13%-90.3pp | 418.34%-410.5pp | 561.29%-553.4pp |
| Employer contribution / active EE | $1,829 | $5,286-65.4% | $4,933-62.9% | $4,660-60.7% |
| Participant deferral / active EE | $3,855 | $8,428-54.3% | $8,070-52.2% | $6,688-42.4% |
| Admin fee / account holder | $23,276 | $15,044+54.7% | $12,998+79.1% | $13,397+73.7% |