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 | $45,624 | $79,184-42.4% | $102,438-55.5% | $74,546-38.8% |
| Participation rate | 72.2% | 74.8%-2.6pp | 76.5%-4.3pp | 67.2%+5.0pp |
| Annual return | 9.87% | 54.95%-45.1pp | 29.37%-19.5pp | 1366.03%-1356.2pp |
| Employer contribution / active EE | $1,039 | $2,362-56.0% | $3,024-65.6% | $2,624-60.4% |
| Participant deferral / active EE | $3,208 | $4,414-27.3% | $5,054-36.5% | $4,347-26.2% |
| Admin fee / account holder | $2,743 | $2,001+37.1% | $9,448-71.0% | $1,944+41.2% |