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 | $45,294 | $175,202-74.1% | $149,673-69.7% | $139,434-67.5% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 7.22% | 166.71%-159.5pp | 134.42%-127.2pp | 372.94%-365.7pp |
| Employer contribution / active EE | $8,600 | $5,474+57.1% | $4,818+78.5% | $4,751+81.0% |
| Participant deferral / active EE | $12,128 | $6,519+86.1% | $5,680+113.5% | $6,710+80.7% |
| Admin fee / account holder | $67,280 | $16,150+316.6% | $13,210+409.3% | $11,403+490.0% |