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 | $58,797 | $201,272-70.8% | $184,203-68.1% | $145,922-59.7% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 9.47% | 29.00%-19.5pp | 28.81%-19.3pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,594 | $7,022-63.1% | $6,427-59.6% | $4,660-44.3% |
| Participant deferral / active EE | $8,770 | $9,806-10.6% | $9,131-4.0% | $6,688+31.1% |
| Admin fee / account holder | $3,352 | $16,364-79.5% | $13,901-75.9% | $13,397-75.0% |