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 | $60,022 | $117,841-49.1% | $102,423-41.4% | $145,922-58.9% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.6pp |
| Annual return | 7.46% | 31.65%-24.2pp | 29.32%-21.9pp | 561.29%-553.8pp |
| Employer contribution / active EE | $997 | $3,615-72.4% | $3,023-67.0% | $4,660-78.6% |
| Participant deferral / active EE | $3,916 | $5,731-31.7% | $5,053-22.5% | $6,688-41.5% |
| Admin fee / account holder | $52,973 | $13,326+297.5% | $9,451+460.5% | $13,397+295.4% |