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 | $22,194 | $175,202-87.3% | $149,673-85.2% | $139,434-84.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 5.75% | 166.71%-161.0pp | 134.42%-128.7pp | 372.94%-367.2pp |
| Employer contribution / active EE | $3,322 | $5,474-39.3% | $4,818-31.0% | $4,751-30.1% |
| Participant deferral / active EE | $8,882 | $6,519+36.3% | $5,680+56.4% | $6,710+32.4% |
| Admin fee / account holder | $183,706 | $16,150+1037.5% | $13,210+1290.7% | $11,403+1511.1% |