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 | $55,305 | $57,281-3.4% | $86,612-36.1% | $75,163-26.4% |
| Participation rate | 79.1% | 63.2%+15.9pp | 71.7%+7.4pp | 67.2%+11.9pp |
| Annual return | 12.79% | 2670.75%-2658.0pp | 591.07%-578.3pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,596 | $2,314-31.1% | $3,022-47.2% | $2,670-40.2% |
| Participant deferral / active EE | $2,179 | $3,318-34.3% | $4,438-50.9% | $4,125-47.2% |
| Admin fee / account holder | $2,525 | $4,112-38.6% | $5,614-55.0% | $5,651-55.3% |