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 | $48,135 | $57,281-16.0% | $86,612-44.4% | $75,163-36.0% |
| Participation rate | 70.5% | 63.2%+7.3pp | 71.7%-1.2pp | 67.2%+3.3pp |
| Annual return | 11.79% | 2670.75%-2659.0pp | 591.07%-579.3pp | 160.62%-148.8pp |
| Employer contribution / active EE | $2,158 | $2,314-6.7% | $3,022-28.6% | $2,670-19.2% |
| Participant deferral / active EE | $4,395 | $3,318+32.5% | $4,438-1.0% | $4,125+6.6% |
| Admin fee / account holder | $4,779 | $4,112+16.2% | $5,614-14.9% | $5,651-15.4% |