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 | $59,913 | $88,672-32.4% | $105,223-43.1% | $82,448-27.3% |
| Participation rate | 87.5% | 67.9%+19.6pp | 75.0%+12.5pp | 68.1%+19.4pp |
| Annual return | 12.47% | 30.86%-18.4pp | 180.65%-168.2pp | 41.64%-29.2pp |
| Employer contribution / active EE | $2,247 | $3,048-26.3% | $3,689-39.1% | $2,551-11.9% |
| Participant deferral / active EE | $3,467 | $4,036-14.1% | $5,072-31.6% | $4,139-16.2% |
| Admin fee / account holder | $699 | $7,146-90.2% | $8,859-92.1% | $7,234-90.3% |