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 | $20,608 | $95,416-78.4% | $185,823-88.9% | $85,850-76.0% |
| Participation rate | 81.0% | 68.8%+12.2pp | 81.7%-0.7pp | 69.3%+11.6pp |
| Annual return | 10.43% | 23.59%-13.2pp | 122.05%-111.6pp | 318.53%-308.1pp |
| Employer contribution / active EE | $1,937 | $3,314-41.5% | $5,167-62.5% | $2,565-24.5% |
| Participant deferral / active EE | $4,186 | $3,423+22.3% | $5,568-24.8% | $3,952+5.9% |
| Admin fee / account holder | $3,184 | $7,213-55.9% | $16,237-80.4% | $6,260-49.1% |