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 | $46,092 | $124,319-62.9% | $111,297-58.6% | $167,490-72.5% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 7.76% | 37.44%-29.7pp | 54.65%-46.9pp | 478.56%-470.8pp |
| Employer contribution / active EE | $2,369 | $3,435-31.0% | $2,731-13.3% | $4,837-51.0% |
| Participant deferral / active EE | $4,108 | $5,180-20.7% | $4,487-8.5% | $6,341-35.2% |
| Admin fee / account holder | $8,000 | $10,618-24.7% | $7,964+0.5% | $12,309-35.0% |