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 | $19,531 | $175,202-88.9% | $149,673-87.0% | $139,434-86.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 9.57% | 166.71%-157.1pp | 134.42%-124.8pp | 372.94%-363.4pp |
| Employer contribution / active EE | $2,206 | $5,474-59.7% | $4,818-54.2% | $4,751-53.6% |
| Participant deferral / active EE | $4,722 | $6,519-27.6% | $5,680-16.9% | $6,710-29.6% |
| Admin fee / account holder | $145,907 | $16,150+803.4% | $13,210+1004.5% | $11,403+1179.6% |