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 | $73,250 | $78,705-6.9% | $117,854-37.8% | $70,131+4.4% |
| Participation rate | 77.8% | 73.2%+4.6pp | 79.7%-1.9pp | 69.5%+8.2pp |
| Annual return | 10.45% | 23.30%-12.8pp | 335.08%-324.6pp | 73.14%-62.7pp |
| Employer contribution / active EE | $1,336 | $2,223-39.9% | $3,786-64.7% | $2,342-43.0% |
| Participant deferral / active EE | $3,228 | $3,297-2.1% | $4,482-28.0% | $3,332-3.1% |
| Admin fee / account holder | $23,277 | $5,065+359.5% | $8,020+190.2% | $4,645+401.1% |