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 | $61,999 | $159,901-61.2% | $146,958-57.8% | $145,922-57.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 3.66% | 98.13%-94.5pp | 418.34%-414.7pp | 561.29%-557.6pp |
| Employer contribution / active EE | $2,730 | $5,286-48.4% | $4,933-44.7% | $4,660-41.4% |
| Participant deferral / active EE | $13,406 | $8,428+59.1% | $8,070+66.1% | $6,688+100.5% |
| Admin fee / account holder | $58,280 | $15,044+287.4% | $12,998+348.4% | $13,397+335.0% |