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 | $33,478 | $49,922-32.9% | $80,569-58.4% | $75,163-55.5% |
| Participation rate | 86.4% | 55.3%+31.1pp | 67.0%+19.4pp | 67.2%+19.2pp |
| Annual return | 8.04% | 34.69%-26.6pp | 935.43%-927.4pp | 160.62%-152.6pp |
| Employer contribution / active EE | $1,069 | $1,698-37.1% | $2,723-60.8% | $2,670-60.0% |
| Participant deferral / active EE | $1,478 | $2,990-50.6% | $4,447-66.8% | $4,125-64.2% |
| Admin fee / account holder | $4,212 | $3,577+17.7% | $5,377-21.7% | $5,651-25.5% |