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 | $44,381 | $201,272-77.9% | $184,203-75.9% | $145,922-69.6% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 9.36% | 29.00%-19.6pp | 28.81%-19.5pp | 561.29%-551.9pp |
| Employer contribution / active EE | $7,119 | $7,022+1.4% | $6,427+10.8% | $4,660+52.8% |
| Participant deferral / active EE | $3,633 | $9,806-62.9% | $9,131-60.2% | $6,688-45.7% |
| Admin fee / account holder | $15,674 | $16,364-4.2% | $13,901+12.8% | $13,397+17.0% |