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 | $104,052 | $201,272-48.3% | $184,203-43.5% | $145,922-28.7% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 8.42% | 29.00%-20.6pp | 28.81%-20.4pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,887 | $7,022-73.1% | $6,427-70.6% | $4,660-59.5% |
| Participant deferral / active EE | $8,568 | $9,806-12.6% | $9,131-6.2% | $6,688+28.1% |
| Admin fee / account holder | $3,508 | $16,364-78.6% | $13,901-74.8% | $13,397-73.8% |