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 | $51,361 | $54,705-6.1% | $71,209-27.9% | $84,808-39.4% |
| Participation rate | 71.8% | 64.1%+7.7pp | 73.8%-2.0pp | 68.3%+3.5pp |
| Annual return | 12.83% | 35.90%-23.1pp | 282.51%-269.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,101 | $2,158-49.0% | $2,721-59.5% | $2,631-58.1% |
| Participant deferral / active EE | $3,545 | $3,030+17.0% | $4,175-15.1% | $4,212-15.8% |
| Admin fee / account holder | $888 | $4,863-81.7% | $5,349-83.4% | $7,344-87.9% |