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 | $23,403 | $159,901-85.4% | $146,958-84.1% | $145,922-84.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 2.55% | 98.13%-95.6pp | 418.34%-415.8pp | 561.29%-558.7pp |
| Employer contribution / active EE | $1,467 | $5,286-72.2% | $4,933-70.3% | $4,660-68.5% |
| Participant deferral / active EE | $2,935 | $8,428-65.2% | $8,070-63.6% | $6,688-56.1% |
| Admin fee / account holder | $2,490 | $15,044-83.5% | $12,998-80.8% | $13,397-81.4% |