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 | $41,192 | $117,841-65.0% | $102,423-59.8% | $145,922-71.8% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 7.49% | 31.65%-24.2pp | 29.32%-21.8pp | 561.29%-553.8pp |
| Employer contribution / active EE | $901 | $3,615-75.1% | $3,023-70.2% | $4,660-80.7% |
| Participant deferral / active EE | $4,765 | $5,731-16.9% | $5,053-5.7% | $6,688-28.8% |
| Admin fee / account holder | $26,223 | $13,326+96.8% | $9,451+177.5% | $13,397+95.7% |