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 | $61,364 | $159,602-61.6% | $150,045-59.1% | $142,382-56.9% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 12.13% | 70.24%-58.1pp | 62.55%-50.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,463 | $4,961-30.2% | $4,693-26.2% | $4,299-19.5% |
| Participant deferral / active EE | $6,979 | $8,310-16.0% | $7,997-12.7% | $6,507+7.2% |
| Admin fee / account holder | $29,967 | $14,846+101.8% | $13,435+123.1% | $12,624+137.4% |