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 | $113,341 | $171,865-34.1% | $149,718-24.3% | $147,584-23.2% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 6.44% | 2113.22%-2106.8pp | 1501.63%-1495.2pp | 578.55%-572.1pp |
| Employer contribution / active EE | $4,217 | $6,275-32.8% | $5,445-22.6% | $4,876-13.5% |
| Participant deferral / active EE | $3,611 | $7,271-50.3% | $6,569-45.0% | $5,439-33.6% |
| Admin fee / account holder | $5,999 | $13,799-56.5% | $11,283-46.8% | $10,885-44.9% |