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 | $47,454 | $68,346-30.6% | $94,646-49.9% | $75,163-36.9% |
| Participation rate | 73.1% | 76.1%-3.0pp | 80.8%-7.8pp | 67.2%+5.9pp |
| Annual return | 14.21% | 616.93%-602.7pp | 156.71%-142.5pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,487 | $2,701-44.9% | $3,672-59.5% | $2,670-44.3% |
| Participant deferral / active EE | $2,861 | $6,537-56.2% | $7,418-61.4% | $4,125-30.6% |
| Admin fee / account holder | $7,390 | $5,326+38.8% | $7,231+2.2% | $5,651+30.8% |