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 | $49,189 | $48,795+0.8% | $65,493-24.9% | $84,808-42.0% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 6.37% | 20.20%-13.8pp | 982.45%-976.1pp | 40.90%-34.5pp |
| Employer contribution / active EE | $1,917 | $1,930-0.7% | $2,574-25.5% | $2,631-27.1% |
| Participant deferral / active EE | $2,453 | $2,928-16.2% | $3,961-38.1% | $4,212-41.8% |
| Admin fee / account holder | $1,680 | $3,877-56.7% | $5,028-66.6% | $7,344-77.1% |