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 | $45,781 | $100,041-54.2% | $149,718-69.4% | $70,131-34.7% |
| Participation rate | 92.3% | 83.6%+8.7pp | 87.1%+5.2pp | 69.5%+22.8pp |
| Annual return | 12.69% | 27.43%-14.7pp | 1501.63%-1488.9pp | 73.14%-60.4pp |
| Employer contribution / active EE | $2,060 | $3,662-43.7% | $5,445-62.2% | $2,342-12.1% |
| Participant deferral / active EE | $2,517 | $4,983-49.5% | $6,569-61.7% | $3,332-24.5% |
| Admin fee / account holder | $3,399 | $8,286-59.0% | $11,283-69.9% | $4,645-26.8% |