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 | $30,749 | $165,912-81.5% | $122,332-74.9% | $147,584-79.2% |
| Participation rate | 90.9% | 79.6%+11.3pp | 71.6%+19.3pp | 82.8%+8.1pp |
| Annual return | 6.58% | 34.55%-28.0pp | 30.27%-23.7pp | 578.55%-572.0pp |
| Employer contribution / active EE | $1,534 | $5,754-73.3% | $4,050-62.1% | $4,876-68.6% |
| Participant deferral / active EE | $1,705 | $4,005-57.4% | $3,287-48.1% | $5,439-68.7% |
| Admin fee / account holder | $6,784 | $7,424-8.6% | $5,478+23.8% | $10,885-37.7% |