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 | $58,398 | $105,181-44.5% | $159,436-63.4% | $85,850-32.0% |
| Participation rate | 71.0% | 75.8%-4.8pp | 82.8%-11.9pp | 69.3%+1.7pp |
| Annual return | 10.73% | 45.07%-34.3pp | 263.57%-252.8pp | 318.53%-307.8pp |
| Employer contribution / active EE | $2,304 | $3,318-30.6% | $4,829-52.3% | $2,565-10.2% |
| Participant deferral / active EE | $5,211 | $5,945-12.3% | $7,352-29.1% | $3,952+31.9% |
| Admin fee / account holder | $12,853 | $6,933+85.4% | $10,799+19.0% | $6,260+105.3% |