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 | $83,273 | $201,272-58.6% | $184,203-54.8% | $145,922-42.9% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 9.55% | 29.00%-19.5pp | 28.81%-19.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $3,500 | $7,022-50.2% | $6,427-45.5% | $4,660-24.9% |
| Participant deferral / active EE | $3,922 | $9,806-60.0% | $9,131-57.1% | $6,688-41.4% |
| Admin fee / account holder | $13,333 | $16,364-18.5% | $13,901-4.1% | $13,397-0.5% |