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 | $62,370 | $209,336-70.2% | $197,124-68.4% | $137,256-54.6% |
| Participation rate | 92.3% | 87.3%+5.0pp | 86.7%+5.6pp | 80.0%+12.3pp |
| Annual return | 10.73% | 48.09%-37.4pp | 44.34%-33.6pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,020 | $6,591-69.3% | $6,227-67.6% | $4,156-51.4% |
| Participant deferral / active EE | $4,870 | $9,614-49.3% | $9,135-46.7% | $6,407-24.0% |
| Admin fee / account holder | $30,767 | $17,308+77.8% | $16,298+88.8% | $12,270+150.7% |