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 | $61,425 | $100,923-39.1% | $150,045-59.1% | $74,304-17.3% |
| Participation rate | 76.4% | 70.1%+6.3pp | 82.3%-6.0pp | 60.3%+16.0pp |
| Annual return | 11.08% | 51.77%-40.7pp | 62.55%-51.5pp | 29.43%-18.4pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,579 | $6,709-31.7% | $7,997-42.7% | $3,767+21.6% |
| Admin fee / account holder | $20,045 | $2,767+624.5% | $13,435+49.2% | $2,969+575.2% |