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 | $21,746 | $177,572-87.8% | $154,803-86.0% | $142,382-84.7% |
| Participation rate | 91.3% | 82.1%+9.2pp | 78.1%+13.2pp | 80.1%+11.2pp |
| Annual return | 9.33% | 65.07%-55.7pp | 58.88%-49.6pp | 217.08%-207.7pp |
| Employer contribution / active EE | $1,621 | $4,810-66.3% | $4,305-62.3% | $4,299-62.3% |
| Participant deferral / active EE | $3,040 | $6,272-51.5% | $5,540-45.1% | $6,507-53.3% |
| Admin fee / account holder | $5,799 | $16,786-65.5% | $14,329-59.5% | $12,624-54.1% |