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 | $36,277 | $148,534-75.6% | $135,903-73.3% | $139,434-74.0% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 10.63% | 79.19%-68.6pp | 68.23%-57.6pp | 372.94%-362.3pp |
| Employer contribution / active EE | $1,976 | $5,243-62.3% | $4,856-59.3% | $4,751-58.4% |
| Participant deferral / active EE | $2,829 | $8,100-65.1% | $7,758-63.5% | $6,710-57.8% |
| Admin fee / account holder | $3,616 | $12,400-70.8% | $10,762-66.4% | $11,403-68.3% |