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 | $53,180 | $91,190-41.7% | $178,490-70.2% | $79,858-33.4% |
| Participation rate | 98.3% | 69.2%+29.1pp | 81.9%+16.4pp | 69.6%+28.7pp |
| Annual return | 4.65% | 24.19%-19.5pp | 151.07%-146.4pp | 31.71%-27.1pp |
| Employer contribution / active EE | $1,565 | $3,256-51.9% | $5,011-68.8% | $2,471-36.7% |
| Participant deferral / active EE | $3,705 | $3,236+14.5% | $5,202-28.8% | $3,740-0.9% |
| Admin fee / account holder | $563 | $6,751-91.7% | $13,984-96.0% | $5,306-89.4% |