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 | $56,807 | $77,523-26.7% | $100,383-43.4% | $80,874-29.8% |
| Participation rate | 70.4% | 77.0%-6.6pp | 81.5%-11.1pp | 67.6%+2.7pp |
| Annual return | 12.04% | 37.21%-25.2pp | 49.26%-37.2pp | 35.62%-23.6pp |
| Employer contribution / active EE | $669 | $2,801-76.1% | $3,944-83.0% | $2,756-75.7% |
| Participant deferral / active EE | $4,945 | $6,822-27.5% | $8,086-38.8% | $4,297+15.1% |
| Admin fee / account holder | $33,832 | $5,899+473.5% | $7,900+328.3% | $6,935+387.8% |