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 | $166,209 | $201,272-17.4% | $184,203-9.8% | $145,922+13.9% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 5.88% | 29.00%-23.1pp | 28.81%-22.9pp | 561.29%-555.4pp |
| Employer contribution / active EE | $3,206 | $7,022-54.3% | $6,427-50.1% | $4,660-31.2% |
| Participant deferral / active EE | $5,242 | $9,806-46.5% | $9,131-42.6% | $6,688-21.6% |
| Admin fee / account holder | $68,752 | $16,364+320.1% | $13,901+394.6% | $13,397+413.2% |