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 | $41,043 | $85,202-51.8% | $172,739-76.2% | $72,985-43.8% |
| Participation rate | 75.6% | 70.1%+5.5pp | 82.6%-7.1pp | 69.5%+6.1pp |
| Annual return | 6.11% | 27.32%-21.2pp | 802.84%-796.7pp | 81.00%-74.9pp |
| Employer contribution / active EE | $1,809 | $3,324-45.6% | $5,143-64.8% | $2,440-25.9% |
| Participant deferral / active EE | $3,445 | $3,260+5.7% | $5,198-33.7% | $3,607-4.5% |
| Admin fee / account holder | $2,636 | $5,884-55.2% | $13,954-81.1% | $5,124-48.6% |