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 | $63,021 | $117,841-46.5% | $102,423-38.5% | $145,922-56.8% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 8.39% | 31.65%-23.3pp | 29.32%-20.9pp | 561.29%-552.9pp |
| Employer contribution / active EE | $2,641 | $3,615-26.9% | $3,023-12.6% | $4,660-43.3% |
| Participant deferral / active EE | $3,169 | $5,731-44.7% | $5,053-37.3% | $6,688-52.6% |
| Admin fee / account holder | $1,009 | $13,326-92.4% | $9,451-89.3% | $13,397-92.5% |