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 | $80,976 | $201,272-59.8% | $184,203-56.0% | $145,922-44.5% |
| Participation rate | 81.3% | 87.5%-6.2pp | 86.8%-5.6pp | 80.3%+1.0pp |
| Annual return | 9.51% | 29.00%-19.5pp | 28.81%-19.3pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,867 | $7,022-73.4% | $6,427-70.9% | $4,660-59.9% |
| Participant deferral / active EE | $4,353 | $9,806-55.6% | $9,131-52.3% | $6,688-34.9% |
| Admin fee / account holder | $104,696 | $16,364+539.8% | $13,901+653.2% | $13,397+681.5% |