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 | $79,171-42.4% | $102,423-55.5% | $74,495-38.8% |
| Participation rate | 72.2% | 74.8%-2.6pp | 76.5%-4.3pp | 67.2%+5.0pp |
| Annual return | 9.87% | 54.93%-45.1pp | 29.32%-19.5pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $1,039 | $2,362-56.0% | $3,023-65.6% | $2,623-60.4% |
| Participant deferral / active EE | $3,208 | $4,415-27.3% | $5,053-36.5% | $4,346-26.2% |
| Admin fee / account holder | $2,743 | $2,001+37.1% | $9,451-71.0% | $1,942+41.3% |