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 | $51,891 | $107,334-51.7% | $92,893-44.1% | $152,861-66.1% |
| Participation rate | 76.5% | 79.8%-3.3pp | 76.0%+0.5pp | 82.4%-6.0pp |
| Annual return | 4.27% | 145.58%-141.3pp | 109.41%-105.1pp | 345.32%-341.0pp |
| Employer contribution / active EE | $2,374 | $4,221-43.8% | $3,653-35.0% | $4,762-50.1% |
| Participant deferral / active EE | $3,150 | $4,845-35.0% | $4,236-25.6% | $5,850-46.1% |
| Admin fee / account holder | $838 | $7,079-88.2% | $5,794-85.5% | $11,596-92.8% |