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 | $67,114 | $155,788-56.9% | $124,672-46.2% | $167,490-59.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 3.11% | 17.97%-14.9pp | 5142.93%-5139.8pp | 478.56%-475.4pp |
| Employer contribution / active EE | $2,562 | $4,163-38.5% | $3,324-22.9% | $4,837-47.0% |
| Participant deferral / active EE | $3,097 | $5,673-45.4% | $4,614-32.9% | $6,341-51.2% |
| Admin fee / account holder | $2,805 | $9,531-70.6% | $7,493-62.6% | $12,309-77.2% |