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 | $41,875 | $177,572-76.4% | $154,803-72.9% | $142,382-70.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 3.81% | 65.07%-61.3pp | 58.88%-55.1pp | 217.08%-213.3pp |
| Employer contribution / active EE | $1,505 | $4,810-68.7% | $4,305-65.0% | $4,299-65.0% |
| Participant deferral / active EE | $6,618 | $6,272+5.5% | $5,540+19.4% | $6,507+1.7% |
| Admin fee / account holder | $38,164 | $16,786+127.4% | $14,329+166.3% | $12,624+202.3% |