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 | $16,679 | $183,519-90.9% | $155,509-89.3% | $145,922-88.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 5.59% | 61.17%-55.6pp | 64.67%-59.1pp | 561.29%-555.7pp |
| Employer contribution / active EE | $4,289 | $5,313-19.3% | $4,672-8.2% | $4,660-8.0% |
| Participant deferral / active EE | $8,543 | $6,462+32.2% | $5,626+51.8% | $6,688+27.7% |
| Admin fee / account holder | $108,241 | $19,313+460.5% | $15,912+580.2% | $13,397+708.0% |