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 | $56,247 | $114,381-50.8% | $107,525-47.7% | $142,382-60.5% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 10.07% | 242.71%-232.6pp | 181.32%-171.3pp | 217.08%-207.0pp |
| Employer contribution / active EE | $2,129 | $4,015-47.0% | $3,754-43.3% | $4,299-50.5% |
| Participant deferral / active EE | $4,542 | $5,564-18.4% | $5,116-11.2% | $6,507-30.2% |
| Admin fee / account holder | $90,156 | $9,860+814.3% | $8,919+910.9% | $12,624+614.2% |