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 | $53,352 | $157,256-66.1% | $141,162-62.2% | $152,861-65.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.46% | 64.32%-51.9pp | 71.39%-58.9pp | 345.32%-332.9pp |
| Employer contribution / active EE | $2,858 | $5,261-45.7% | $4,735-39.6% | $4,762-40.0% |
| Participant deferral / active EE | $3,299 | $7,109-53.6% | $6,709-50.8% | $5,850-43.6% |
| Admin fee / account holder | $1,908 | $12,120-84.3% | $10,261-81.4% | $11,596-83.5% |