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 | $54,813 | $88,710-38.2% | $81,783-33.0% | $145,959-62.4% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.4%+9.5pp | 80.3%+1.5pp |
| Annual return | 8.30% | 1027.26%-1019.0pp | 775.05%-766.7pp | 561.95%-553.6pp |
| Employer contribution / active EE | $833 | $3,083-73.0% | $2,913-71.4% | $4,661-82.1% |
| Participant deferral / active EE | $7,266 | $4,645+56.4% | $4,320+68.2% | $6,689+8.6% |
| Admin fee / account holder | $3,507 | $8,407-58.3% | $7,380-52.5% | $13,398-73.8% |