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 | $66,558 | $85,022-21.7% | $70,515-5.6% | $139,434-52.3% |
| Participation rate | 76.5% | 73.9%+2.6pp | 68.3%+8.1pp | 80.3%-3.8pp |
| Annual return | 5.63% | 30.38%-24.8pp | 32.77%-27.1pp | 372.94%-367.3pp |
| Employer contribution / active EE | $1,419 | $3,909-63.7% | $2,973-52.3% | $4,751-70.1% |
| Participant deferral / active EE | $1,712 | $5,890-70.9% | $4,567-62.5% | $6,710-74.5% |
| Admin fee / account holder | $674 | $8,906-92.4% | $6,412-89.5% | $11,403-94.1% |