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 | $41,179 | $183,519-77.6% | $155,509-73.5% | $145,922-71.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 3.88% | 61.17%-57.3pp | 64.67%-60.8pp | 561.29%-557.4pp |
| Employer contribution / active EE | $2,533 | $5,313-52.3% | $4,672-45.8% | $4,660-45.6% |
| Participant deferral / active EE | $8,466 | $6,462+31.0% | $5,626+50.5% | $6,688+26.6% |
| Admin fee / account holder | $1,611 | $19,313-91.7% | $15,912-89.9% | $13,397-88.0% |