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 | $54,605 | $91,552-40.4% | $133,956-59.2% | $79,858-31.6% |
| Participation rate | 76.7% | 73.3%+3.3pp | 79.8%-3.2pp | 69.6%+7.0pp |
| Annual return | 7.73% | 61.85%-54.1pp | 45.09%-37.4pp | 31.71%-24.0pp |
| Employer contribution / active EE | $1,029 | $2,384-56.8% | $3,919-73.7% | $2,471-58.3% |
| Participant deferral / active EE | $2,609 | $3,733-30.1% | $5,048-48.3% | $3,740-30.2% |
| Admin fee / account holder | $40,484 | $6,321+540.5% | $8,927+353.5% | $5,306+663.0% |