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 | $65,952 | $201,272-67.2% | $184,203-64.2% | $145,922-54.8% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 8.71% | 29.00%-20.3pp | 28.81%-20.1pp | 561.29%-552.6pp |
| Employer contribution / active EE | $6,843 | $7,022-2.5% | $6,427+6.5% | $4,660+46.9% |
| Participant deferral / active EE | $3,119 | $9,806-68.2% | $9,131-65.8% | $6,688-53.4% |
| Admin fee / account holder | $2,100 | $16,364-87.2% | $13,901-84.9% | $13,397-84.3% |