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 | $60,375 | $39,019+54.7% | $80,716-25.2% | $85,850-29.7% |
| Participation rate | 75.7% | 41.5%+34.1pp | 54.2%+21.5pp | 69.3%+6.4pp |
| Annual return | 9.18% | 26.27%-17.1pp | 87.28%-78.1pp | 318.53%-309.4pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,950 | $1,326+122.5% | $2,146+37.5% | $3,952-25.4% |
| Admin fee / account holder | $2,417 | $2,431-0.6% | $3,380-28.5% | $6,260-61.4% |