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 | $73,348 | $135,952-46.0% | $123,892-40.8% | $273,961-73.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.32% | 56.63%-55.3pp | 47.52%-46.2pp | 41.45%-40.1pp |
| Employer contribution / active EE | $3,880 | $5,170-24.9% | $4,617-16.0% | $4,869-20.3% |
| Participant deferral / active EE | $8,488 | $6,343+33.8% | $5,984+41.8% | $5,287+60.5% |
| Admin fee / account holder | $646 | $9,817-93.4% | $8,357-92.3% | $10,132-93.6% |