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 | $54,423 | $142,405-61.8% | $115,157-52.7% | $152,861-64.4% |
| Participation rate | 80.0% | 82.4%-2.4pp | 75.9%+4.1pp | 82.4%-2.4pp |
| Annual return | 3.26% | 41.48%-38.2pp | 35.60%-32.3pp | 345.32%-342.1pp |
| Employer contribution / active EE | $2,017 | $4,010-49.7% | $3,179-36.5% | $4,762-57.6% |
| Participant deferral / active EE | $2,017 | $5,164-60.9% | $4,168-51.6% | $5,850-65.5% |
| Admin fee / account holder | $748 | $8,462-91.2% | $7,088-89.5% | $11,596-93.6% |