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 | $174,085 | $201,272-13.5% | $184,203-5.5% | $145,922+19.3% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 5.12% | 29.00%-23.9pp | 28.81%-23.7pp | 561.29%-556.2pp |
| Employer contribution / active EE | $20,000 | $7,022+184.8% | $6,427+211.2% | $4,660+329.2% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,131-100.0% | $6,688-100.0% |
| Admin fee / account holder | $7,721 | $16,364-52.8% | $13,901-44.5% | $13,397-42.4% |