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 | $91,371 | $217,402-58.0% | $185,823-50.8% | $167,490-45.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.10% | 148.36%-143.3pp | 122.05%-116.9pp | 478.56%-473.5pp |
| Employer contribution / active EE | $1,758 | $5,873-70.1% | $5,167-66.0% | $4,837-63.7% |
| Participant deferral / active EE | $6,049 | $6,356-4.8% | $5,568+8.6% | $6,341-4.6% |
| Admin fee / account holder | $41,744 | $19,811+110.7% | $16,237+157.1% | $12,309+239.1% |