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 | $51,697 | $98,463-47.5% | $119,258-56.7% | $85,850-39.8% |
| Participation rate | 73.3% | 77.6%-4.3pp | 82.7%-9.4pp | 69.3%+4.0pp |
| Annual return | 10.35% | 38.53%-28.2pp | 30.69%-20.3pp | 318.53%-308.2pp |
| Employer contribution / active EE | $1,841 | $3,698-50.2% | $4,384-58.0% | $2,565-28.2% |
| Participant deferral / active EE | $3,103 | $4,942-37.2% | $6,111-49.2% | $3,952-21.5% |
| Admin fee / account holder | $11,217 | $7,493+49.7% | $7,226+55.2% | $6,260+79.2% |