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 | $49,677 | $99,985-50.3% | $146,665-66.1% | $85,850-42.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 9.80% | 18.93%-9.1pp | 22.74%-12.9pp | 318.53%-308.7pp |
| Employer contribution / active EE | $1,081 | $2,559-57.8% | $4,136-73.9% | $2,565-57.9% |
| Participant deferral / active EE | $2,375 | $4,006-40.7% | $5,506-56.9% | $3,952-39.9% |
| Admin fee / account holder | $5,537 | $7,702-28.1% | $10,280-46.1% | $6,260-11.6% |