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 | $86,914 | $197,591-56.0% | $177,821-51.1% | $158,922-45.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 4.22% | 58.76%-54.5pp | 48.32%-44.1pp | 302.83%-298.6pp |
| Employer contribution / active EE | $1,758 | $6,697-73.7% | $5,918-70.3% | $4,761-63.1% |
| Participant deferral / active EE | $7,341 | $8,405-12.7% | $7,714-4.8% | $5,982+22.7% |
| Admin fee / account holder | $124,019 | $15,399+705.4% | $12,427+897.9% | $11,246+1002.8% |