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 | $50,254 | $115,770-56.6% | $101,248-50.4% | $158,922-68.4% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.8%+8.8pp | 82.0%+2.7pp |
| Annual return | 4.55% | 56.14%-51.6pp | 46.47%-41.9pp | 302.83%-298.3pp |
| Employer contribution / active EE | $1,195 | $4,175-71.4% | $3,660-67.3% | $4,761-74.9% |
| Participant deferral / active EE | $1,748 | $4,957-64.7% | $4,370-60.0% | $5,982-70.8% |
| Admin fee / account holder | $305 | $7,245-95.8% | $5,945-94.9% | $11,246-97.3% |