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 6-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 | $45,335 | $117,841-61.5% | $102,423-55.7% | $145,922-68.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 5.32% | 31.65%-26.3pp | 29.32%-24.0pp | 561.29%-556.0pp |
| Employer contribution / active EE | $1,246 | $3,615-65.5% | $3,023-58.8% | $4,660-73.3% |
| Participant deferral / active EE | $10,131 | $5,731+76.8% | $5,053+100.5% | $6,688+51.5% |
| Admin fee / account holder | $708 | $13,326-94.7% | $9,451-92.5% | $13,397-94.7% |