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 | $28,166 | $57,281-50.8% | $86,612-67.5% | $75,163-62.5% |
| Participation rate | 96.2% | 63.2%+33.0pp | 71.7%+24.5pp | 67.2%+29.0pp |
| Annual return | 12.75% | 2670.75%-2658.0pp | 591.07%-578.3pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,678 | $2,314-27.5% | $3,022-44.5% | $2,670-37.2% |
| Participant deferral / active EE | $1,863 | $3,318-43.8% | $4,438-58.0% | $4,125-54.8% |
| Admin fee / account holder | $1,869 | $4,112-54.5% | $5,614-66.7% | $5,651-66.9% |