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 | $46,013 | $95,416-51.8% | $185,823-75.2% | $85,850-46.4% |
| Participation rate | 93.9% | 68.8%+25.2pp | 81.7%+12.2pp | 69.3%+24.6pp |
| Annual return | 10.06% | 23.59%-13.5pp | 122.05%-112.0pp | 318.53%-308.5pp |
| Employer contribution / active EE | $1,673 | $3,314-49.5% | $5,167-67.6% | $2,565-34.8% |
| Participant deferral / active EE | $1,857 | $3,423-45.8% | $5,568-66.6% | $3,952-53.0% |
| Admin fee / account holder | $3,584 | $7,213-50.3% | $16,237-77.9% | $6,260-42.7% |