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 | $85,147 | $183,519-53.6% | $155,509-45.2% | $145,922-41.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 5.09% | 61.17%-56.1pp | 64.67%-59.6pp | 561.29%-556.2pp |
| Employer contribution / active EE | $2,978 | $5,313-43.9% | $4,672-36.3% | $4,660-36.1% |
| Participant deferral / active EE | $8,759 | $6,462+35.5% | $5,626+55.7% | $6,688+31.0% |
| Admin fee / account holder | $9,401 | $19,313-51.3% | $15,912-40.9% | $13,397-29.8% |