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 | $53,726 | $48,795+10.1% | $65,493-18.0% | $84,808-36.7% |
| Participation rate | 87.2% | 67.0%+20.3pp | 73.1%+14.1pp | 68.3%+18.9pp |
| Annual return | 11.09% | 20.20%-9.1pp | 982.45%-971.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,670 | $1,930-13.4% | $2,574-35.1% | $2,631-36.5% |
| Participant deferral / active EE | $2,883 | $2,928-1.6% | $3,961-27.2% | $4,212-31.6% |
| Admin fee / account holder | $3,224 | $3,877-16.8% | $5,028-35.9% | $7,344-56.1% |