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 | $83,044 | $171,865-51.7% | $149,718-44.5% | $147,584-43.7% |
| Participation rate | 87.0% | 88.2%-1.2pp | 87.1%-0.1pp | 82.8%+4.1pp |
| Annual return | 9.02% | 2113.22%-2104.2pp | 1501.63%-1492.6pp | 578.55%-569.5pp |
| Employer contribution / active EE | $3,349 | $6,275-46.6% | $5,445-38.5% | $4,876-31.3% |
| Participant deferral / active EE | $3,917 | $7,271-46.1% | $6,569-40.4% | $5,439-28.0% |
| Admin fee / account holder | $36,327 | $13,799+163.3% | $11,283+222.0% | $10,885+233.7% |