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 | $64,723 | $117,841-45.1% | $102,423-36.8% | $145,922-55.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 8.39% | 31.65%-23.3pp | 29.32%-20.9pp | 561.29%-552.9pp |
| Employer contribution / active EE | $3,484 | $3,615-3.6% | $3,023+15.2% | $4,660-25.2% |
| Participant deferral / active EE | $8,442 | $5,731+47.3% | $5,053+67.1% | $6,688+26.2% |
| Admin fee / account holder | $49,306 | $13,326+270.0% | $9,451+421.7% | $13,397+268.0% |