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 | $63,578 | $133,922-52.5% | $116,228-45.3% | $142,382-55.3% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.6%+20.4pp | 80.1%+14.9pp |
| Annual return | 8.32% | 147.76%-139.4pp | 90.06%-81.7pp | 217.08%-208.8pp |
| Employer contribution / active EE | $2,684 | $3,446-22.1% | $2,994-10.4% | $4,299-37.6% |
| Participant deferral / active EE | $4,291 | $5,672-24.4% | $4,953-13.4% | $6,507-34.1% |
| Admin fee / account holder | $31,101 | $14,945+108.1% | $11,989+159.4% | $12,624+146.4% |