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 | $66,386 | $83,902-20.9% | $167,512-60.4% | $84,808-21.7% |
| Participation rate | 77.4% | 66.5%+11.0pp | 77.1%+0.4pp | 68.3%+9.1pp |
| Annual return | 13.18% | 91.55%-78.4pp | 1615.79%-1602.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,483 | $2,264-34.5% | $3,882-61.8% | $2,631-43.6% |
| Participant deferral / active EE | $4,392 | $4,442-1.1% | $6,405-31.4% | $4,212+4.3% |
| Admin fee / account holder | $1,748 | $7,915-77.9% | $9,769-82.1% | $7,344-76.2% |