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 | $54,301 | $109,881-50.6% | $150,045-63.8% | $84,808-36.0% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 12.52% | 28.25%-15.7pp | 62.55%-50.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,955 | $3,561-45.1% | $4,693-58.3% | $2,631-25.7% |
| Participant deferral / active EE | $3,929 | $6,636-40.8% | $7,997-50.9% | $4,212-6.7% |
| Admin fee / account holder | $12,005 | $8,568+40.1% | $13,435-10.6% | $7,344+63.5% |