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 | $77,104 | $117,841-34.6% | $102,423-24.7% | $145,922-47.2% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.5pp |
| Annual return | 4.57% | 31.65%-27.1pp | 29.32%-24.8pp | 561.29%-556.7pp |
| Employer contribution / active EE | $1,559 | $3,615-56.9% | $3,023-48.4% | $4,660-66.6% |
| Participant deferral / active EE | $1,903 | $5,731-66.8% | $5,053-62.3% | $6,688-71.6% |
| Admin fee / account holder | $10,836 | $13,326-18.7% | $9,451+14.7% | $13,397-19.1% |