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 | $29,143 | $177,572-83.6% | $154,803-81.2% | $142,382-79.5% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 3.72% | 65.07%-61.3pp | 58.88%-55.2pp | 217.08%-213.4pp |
| Employer contribution / active EE | $1,969 | $4,810-59.1% | $4,305-54.3% | $4,299-54.2% |
| Participant deferral / active EE | $2,241 | $6,272-64.3% | $5,540-59.5% | $6,507-65.6% |
| Admin fee / account holder | $127,938 | $16,786+662.2% | $14,329+792.9% | $12,624+913.5% |