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 | $54,827 | $117,841-53.5% | $102,423-46.5% | $145,922-62.4% |
| Participation rate | 73.3% | 78.6%-5.3pp | 76.5%-3.2pp | 80.3%-6.9pp |
| Annual return | 4.08% | 31.65%-27.6pp | 29.32%-25.2pp | 561.29%-557.2pp |
| Employer contribution / active EE | $6,251 | $3,615+72.9% | $3,023+106.7% | $4,660+34.1% |
| Participant deferral / active EE | $2,041 | $5,731-64.4% | $5,053-59.6% | $6,688-69.5% |
| Admin fee / account holder | $8,493 | $13,326-36.3% | $9,451-10.1% | $13,397-36.6% |