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 | $29,029 | $159,901-81.8% | $146,958-80.2% | $145,922-80.1% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 9.09% | 98.13%-89.0pp | 418.34%-409.3pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,970 | $5,286-43.8% | $4,933-39.8% | $4,660-36.3% |
| Participant deferral / active EE | $3,412 | $8,428-59.5% | $8,070-57.7% | $6,688-49.0% |
| Admin fee / account holder | $153,883 | $15,044+922.9% | $12,998+1083.9% | $13,397+1048.6% |