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 | $48,606 | $99,652-51.2% | $78,778-38.3% | $147,584-67.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 2.96% | 47.28%-44.3pp | 35.62%-32.7pp | 578.55%-575.6pp |
| Employer contribution / active EE | $1,740 | $2,796-37.8% | $1,986-12.4% | $4,876-64.3% |
| Participant deferral / active EE | $2,264 | $3,664-38.2% | $2,958-23.5% | $5,439-58.4% |
| Admin fee / account holder | $2,460 | $7,155-65.6% | $5,134-52.1% | $10,885-77.4% |