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 | $62,091 | $112,096-44.6% | $95,952-35.3% | $158,922-60.9% |
| Participation rate | 86.7% | 79.0%+7.7pp | 77.1%+9.6pp | 82.0%+4.7pp |
| Annual return | 5.99% | 171.09%-165.1pp | 91.61%-85.6pp | 302.83%-296.8pp |
| Employer contribution / active EE | $993 | $3,198-68.9% | $2,541-60.9% | $4,761-79.1% |
| Participant deferral / active EE | $3,317 | $4,784-30.7% | $4,167-20.4% | $5,982-44.6% |
| Admin fee / account holder | $23,067 | $10,130+127.7% | $6,795+239.4% | $11,246+105.1% |