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 | $112,729 | $197,591-42.9% | $177,821-36.6% | $158,922-29.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 1.33% | 58.76%-57.4pp | 48.32%-47.0pp | 302.83%-301.5pp |
| Employer contribution / active EE | $4,142 | $6,697-38.2% | $5,918-30.0% | $4,761-13.0% |
| Participant deferral / active EE | $10,087 | $8,405+20.0% | $7,714+30.8% | $5,982+68.6% |
| Admin fee / account holder | $719 | $15,399-95.3% | $12,427-94.2% | $11,246-93.6% |