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 | $51,422 | $106,515-51.7% | $96,683-46.8% | $139,434-63.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 3.53% | 38.43%-34.9pp | 35.69%-32.2pp | 372.94%-369.4pp |
| Employer contribution / active EE | $1,740 | $4,103-57.6% | $3,737-53.4% | $4,751-63.4% |
| Participant deferral / active EE | $2,350 | $5,454-56.9% | $4,878-51.8% | $6,710-65.0% |
| Admin fee / account holder | $139,570 | $7,877+1671.9% | $6,730+1974.0% | $11,403+1124.0% |