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 | $73,875 | $175,202-57.8% | $149,673-50.6% | $139,434-47.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 1.62% | 166.71%-165.1pp | 134.42%-132.8pp | 372.94%-371.3pp |
| Employer contribution / active EE | $9,174 | $5,474+67.6% | $4,818+90.4% | $4,751+93.1% |
| Participant deferral / active EE | $8,088 | $6,519+24.1% | $5,680+42.4% | $6,710+20.5% |
| Admin fee / account holder | $525,771 | $16,150+3155.5% | $13,210+3880.2% | $11,403+4511.0% |