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 | $108,444 | $175,202-38.1% | $149,673-27.5% | $139,434-22.2% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 8.54% | 166.71%-158.2pp | 134.42%-125.9pp | 372.94%-364.4pp |
| Employer contribution / active EE | $2,341 | $5,474-57.2% | $4,818-51.4% | $4,751-50.7% |
| Participant deferral / active EE | $4,476 | $6,519-31.3% | $5,680-21.2% | $6,710-33.3% |
| Admin fee / account holder | $93,340 | $16,150+477.9% | $13,210+606.6% | $11,403+718.6% |