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 | $76,606 | $105,181-27.2% | $159,436-52.0% | $85,850-10.8% |
| Participation rate | 78.5% | 75.8%+2.7pp | 82.8%-4.4pp | 69.3%+9.1pp |
| Annual return | 9.73% | 45.07%-35.3pp | 263.57%-253.8pp | 318.53%-308.8pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,097 | $5,945+69.9% | $7,352+37.3% | $3,952+155.5% |
| Admin fee / account holder | $3,449 | $6,933-50.3% | $10,799-68.1% | $6,260-44.9% |