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 | $70,021 | $100,041-30.0% | $149,718-53.2% | $70,131-0.2% |
| Participation rate | 81.5% | 83.6%-2.1pp | 87.1%-5.6pp | 69.5%+11.9pp |
| Annual return | 8.01% | 27.43%-19.4pp | 1501.63%-1493.6pp | 73.14%-65.1pp |
| Employer contribution / active EE | $1,451 | $3,662-60.4% | $5,445-73.3% | $2,342-38.0% |
| Participant deferral / active EE | $3,877 | $4,983-22.2% | $6,569-41.0% | $3,332+16.4% |
| Admin fee / account holder | $1,688 | $8,286-79.6% | $11,283-85.0% | $4,645-63.7% |