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 | $53,164 | $99,877-46.8% | $84,966-37.4% | $145,922-63.6% |
| Participation rate | 78.6% | 74.1%+4.5pp | 67.5%+11.1pp | 80.3%-1.7pp |
| Annual return | 7.63% | 83.76%-76.1pp | 66.38%-58.8pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,467 | $3,231-54.6% | $2,727-46.2% | $4,660-68.5% |
| Participant deferral / active EE | $4,871 | $5,291-7.9% | $4,519+7.8% | $6,688-27.2% |
| Admin fee / account holder | $551 | $7,248-92.4% | $6,149-91.0% | $13,397-95.9% |