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 | $53,241 | $63,346-16.0% | $92,233-42.3% | $70,131-24.1% |
| Participation rate | 91.9% | 68.7%+23.2pp | 76.5%+15.4pp | 69.5%+22.4pp |
| Annual return | 10.96% | 530.12%-519.2pp | 176.28%-165.3pp | 73.14%-62.2pp |
| Employer contribution / active EE | $2,171 | $2,471-12.2% | $3,679-41.0% | $2,342-7.3% |
| Participant deferral / active EE | $2,650 | $2,854-7.1% | $3,897-32.0% | $3,332-20.5% |
| Admin fee / account holder | $374 | $3,840-90.3% | $5,194-92.8% | $4,645-91.9% |