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 | $36,992 | $201,272-81.6% | $184,203-79.9% | $145,922-74.6% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 5.31% | 29.00%-23.7pp | 28.81%-23.5pp | 561.29%-556.0pp |
| Employer contribution / active EE | $2,494 | $7,022-64.5% | $6,427-61.2% | $4,660-46.5% |
| Participant deferral / active EE | $3,117 | $9,806-68.2% | $9,131-65.9% | $6,688-53.4% |
| Admin fee / account holder | $4,863 | $16,364-70.3% | $13,901-65.0% | $13,397-63.7% |