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 | $20,524 | $172,111-88.1% | $150,298-86.3% | $137,256-85.0% |
| Participation rate | 94.4% | 81.7%+12.7pp | 77.8%+16.7pp | 80.0%+14.5pp |
| Annual return | 3.11% | 69.37%-66.3pp | 62.79%-59.7pp | 220.34%-217.2pp |
| Employer contribution / active EE | $1,801 | $4,636-61.2% | $4,154-56.6% | $4,156-56.7% |
| Participant deferral / active EE | $2,627 | $6,166-57.4% | $5,453-51.8% | $6,407-59.0% |
| Admin fee / account holder | $17,012 | $16,471+3.3% | $14,116+20.5% | $12,270+38.6% |