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 | $47,408 | $108,912-56.5% | $100,383-52.8% | $145,959-67.5% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 7.17% | 57.96%-50.8pp | 49.26%-42.1pp | 561.95%-554.8pp |
| Employer contribution / active EE | $2,621 | $4,423-40.7% | $3,944-33.5% | $4,661-43.8% |
| Participant deferral / active EE | $4,791 | $8,451-43.3% | $8,086-40.7% | $6,689-28.4% |
| Admin fee / account holder | $4,761 | $9,690-50.9% | $7,900-39.7% | $13,398-64.5% |