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 | $38,673 | $163,101-76.3% | $136,749-71.7% | $142,382-72.8% |
| Participation rate | 71.4% | 78.2%-6.8pp | 72.1%-0.7pp | 80.1%-8.7pp |
| Annual return | 5.49% | 27.54%-22.1pp | 24.33%-18.8pp | 217.08%-211.6pp |
| Employer contribution / active EE | $1,799 | $4,117-56.3% | $3,400-47.1% | $4,299-58.2% |
| Participant deferral / active EE | $3,482 | $5,585-37.7% | $4,692-25.8% | $6,507-46.5% |
| Admin fee / account holder | $74,092 | $14,318+417.5% | $11,386+550.7% | $12,624+486.9% |