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 | $54,611 | $117,841-53.7% | $102,423-46.7% | $145,922-62.6% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 7.78% | 31.65%-23.9pp | 29.32%-21.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $907 | $3,615-74.9% | $3,023-70.0% | $4,660-80.5% |
| Participant deferral / active EE | $1,842 | $5,731-67.9% | $5,053-63.5% | $6,688-72.5% |
| Admin fee / account holder | $47,127 | $13,326+253.6% | $9,451+398.7% | $13,397+251.8% |