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 | $56,127 | $53,516+4.9% | $126,539-55.6% | $84,808-33.8% |
| Participation rate | 70.4% | 58.2%+12.1pp | 69.8%+0.6pp | 68.3%+2.1pp |
| Annual return | 10.11% | 58.34%-48.2pp | 425.95%-415.8pp | 40.90%-30.8pp |
| Employer contribution / active EE | $261 | $1,535-83.0% | $3,674-92.9% | $2,631-90.1% |
| Participant deferral / active EE | $3,505 | $2,671+31.2% | $4,083-14.2% | $4,212-16.8% |
| Admin fee / account holder | $7,913 | $4,497+76.0% | $6,065+30.5% | $7,344+7.8% |