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 | $93,012 | $201,272-53.8% | $184,203-49.5% | $145,922-36.3% |
| Participation rate | 73.3% | 87.5%-14.2pp | 86.8%-13.5pp | 80.3%-6.9pp |
| Annual return | 9.53% | 29.00%-19.5pp | 28.81%-19.3pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,800 | $7,022-60.1% | $6,427-56.4% | $4,660-39.9% |
| Participant deferral / active EE | $5,261 | $9,806-46.4% | $9,131-42.4% | $6,688-21.3% |
| Admin fee / account holder | $13,000 | $16,364-20.6% | $13,901-6.5% | $13,397-3.0% |