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 | $47,188 | $94,338-50.0% | $100,534-53.1% | $142,382-66.9% |
| Participation rate | 70.0% | 81.7%-11.7pp | 80.6%-10.6pp | 80.1%-10.1pp |
| Annual return | 11.56% | 29.20%-17.6pp | 32.66%-21.1pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,308 | $4,237-69.1% | $4,346-69.9% | $4,299-69.6% |
| Participant deferral / active EE | $2,745 | $5,934-53.7% | $6,144-55.3% | $6,507-57.8% |
| Admin fee / account holder | $13,187 | $8,421+56.6% | $7,654+72.3% | $12,624+4.5% |