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 | $32,447 | $48,046-32.5% | $84,611-61.7% | $72,985-55.5% |
| Participation rate | 75.8% | 57.6%+18.2pp | 68.2%+7.5pp | 69.5%+6.3pp |
| Annual return | 4.89% | 37.38%-32.5pp | 258.74%-253.9pp | 81.00%-76.1pp |
| Employer contribution / active EE | $1,212 | $1,602-24.3% | $2,652-54.3% | $2,440-50.3% |
| Participant deferral / active EE | $1,609 | $2,680-40.0% | $3,899-58.7% | $3,607-55.4% |
| Admin fee / account holder | $3,484 | $3,395+2.6% | $4,912-29.1% | $5,124-32.0% |