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 | $57,688 | $127,777-54.9% | $106,548-45.9% | $167,490-65.6% |
| Participation rate | 90.0% | 78.3%+11.7pp | 76.1%+13.9pp | 82.1%+7.9pp |
| Annual return | 7.12% | 33.87%-26.8pp | 26.80%-19.7pp | 478.56%-471.4pp |
| Employer contribution / active EE | $1,853 | $3,427-45.9% | $2,819-34.3% | $4,837-61.7% |
| Participant deferral / active EE | $2,608 | $5,087-48.7% | $4,398-40.7% | $6,341-58.9% |
| Admin fee / account holder | $345 | $11,228-96.9% | $7,407-95.3% | $12,309-97.2% |