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 | $74,575 | $201,272-62.9% | $184,203-59.5% | $145,922-48.9% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 9.08% | 29.00%-19.9pp | 28.81%-19.7pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,973 | $7,022-57.7% | $6,427-53.7% | $4,660-36.2% |
| Participant deferral / active EE | $3,197 | $9,806-67.4% | $9,131-65.0% | $6,688-52.2% |
| Admin fee / account holder | $34,223 | $16,364+109.1% | $13,901+146.2% | $13,397+155.5% |