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 | $49,479 | $57,281-13.6% | $86,612-42.9% | $75,163-34.2% |
| Participation rate | 82.2% | 63.2%+19.0pp | 71.7%+10.5pp | 67.2%+15.0pp |
| Annual return | 7.86% | 2670.75%-2662.9pp | 591.07%-583.2pp | 160.62%-152.8pp |
| Employer contribution / active EE | $3,189 | $2,314+37.8% | $3,022+5.5% | $2,670+19.4% |
| Participant deferral / active EE | $2,448 | $3,318-26.2% | $4,438-44.8% | $4,125-40.7% |
| Admin fee / account holder | $4,398 | $4,112+6.9% | $5,614-21.7% | $5,651-22.2% |