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 | $72,858 | $117,841-38.2% | $102,423-28.9% | $145,922-50.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 8.15% | 31.65%-23.5pp | 29.32%-21.2pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,232 | $3,615-38.2% | $3,023-26.2% | $4,660-52.1% |
| Participant deferral / active EE | $3,655 | $5,731-36.2% | $5,053-27.7% | $6,688-45.3% |
| Admin fee / account holder | $3,758 | $13,326-71.8% | $9,451-60.2% | $13,397-72.0% |