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 | $25,456 | $202,432-87.4% | $169,368-85.0% | $139,434-81.7% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 8.36% | 531.74%-523.4pp | 405.60%-397.2pp | 372.94%-364.6pp |
| Employer contribution / active EE | $1,010 | $4,692-78.5% | $4,013-74.8% | $4,751-78.7% |
| Participant deferral / active EE | $2,550 | $6,938-63.2% | $6,221-59.0% | $6,710-62.0% |
| Admin fee / account holder | $8,080 | $10,708-24.5% | $9,003-10.3% | $11,403-29.1% |