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 | $45,912 | $102,317-55.1% | $146,958-68.8% | $80,856-43.2% |
| Participation rate | 74.3% | 75.8%-1.5pp | 82.2%-7.9pp | 67.6%+6.6pp |
| Annual return | 8.59% | 134.76%-126.2pp | 418.34%-409.8pp | 35.59%-27.0pp |
| Employer contribution / active EE | $3,875 | $3,713+4.4% | $4,933-21.4% | $2,755+40.7% |
| Participant deferral / active EE | $5,907 | $6,644-11.1% | $8,070-26.8% | $4,296+37.5% |
| Admin fee / account holder | $1,417 | $7,941-82.2% | $12,998-89.1% | $6,918-79.5% |