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 | $49,578 | $95,416-48.0% | $185,823-73.3% | $85,850-42.3% |
| Participation rate | 74.5% | 68.8%+5.7pp | 81.7%-7.2pp | 69.3%+5.2pp |
| Annual return | 8.78% | 23.59%-14.8pp | 122.05%-113.3pp | 318.53%-309.7pp |
| Employer contribution / active EE | $2,694 | $3,314-18.7% | $5,167-47.9% | $2,565+5.0% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,696 | $7,213-62.6% | $16,237-83.4% | $6,260-56.9% |