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 | $41,036 | $117,841-65.2% | $102,423-59.9% | $145,922-71.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 7.80% | 31.65%-23.9pp | 29.32%-21.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $5,317 | $3,615+47.1% | $3,023+75.8% | $4,660+14.1% |
| Participant deferral / active EE | $8,542 | $5,731+49.1% | $5,053+69.0% | $6,688+27.7% |
| Admin fee / account holder | $4,833 | $13,326-63.7% | $9,451-48.9% | $13,397-63.9% |