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 | $29,603 | $177,572-83.3% | $154,803-80.9% | $142,382-79.2% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 9.31% | 65.07%-55.8pp | 58.88%-49.6pp | 217.08%-207.8pp |
| Employer contribution / active EE | $2,115 | $4,810-56.0% | $4,305-50.9% | $4,299-50.8% |
| Participant deferral / active EE | $4,220 | $6,272-32.7% | $5,540-23.8% | $6,507-35.1% |
| Admin fee / account holder | $166,360 | $16,786+891.1% | $14,329+1061.0% | $12,624+1217.8% |