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 | $29,933 | $177,572-83.1% | $154,803-80.7% | $142,382-79.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 8.82% | 65.07%-56.3pp | 58.88%-50.1pp | 217.08%-208.3pp |
| Employer contribution / active EE | $1,323 | $4,810-72.5% | $4,305-69.3% | $4,299-69.2% |
| Participant deferral / active EE | $11,800 | $6,272+88.2% | $5,540+113.0% | $6,507+81.3% |
| Admin fee / account holder | $9,119 | $16,786-45.7% | $14,329-36.4% | $12,624-27.8% |