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 | $42,272 | $201,272-79.0% | $184,203-77.1% | $145,922-71.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.93% | 29.00%-20.1pp | 28.81%-19.9pp | 561.29%-552.4pp |
| Employer contribution / active EE | $4,918 | $7,022-30.0% | $6,427-23.5% | $4,660+5.5% |
| Participant deferral / active EE | $3,680 | $9,806-62.5% | $9,131-59.7% | $6,688-45.0% |
| Admin fee / account holder | $5,799 | $16,364-64.6% | $13,901-58.3% | $13,397-56.7% |