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 | $46,408 | $114,381-59.4% | $107,525-56.8% | $142,382-67.4% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.1%+7.5pp | 80.1%+2.5pp |
| Annual return | 10.94% | 242.71%-231.8pp | 181.32%-170.4pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,761 | $4,015-56.1% | $3,754-53.1% | $4,299-59.0% |
| Participant deferral / active EE | $3,066 | $5,564-44.9% | $5,116-40.1% | $6,507-52.9% |
| Admin fee / account holder | $24,476 | $9,860+148.2% | $8,919+174.4% | $12,624+93.9% |